+204.4%
RKLB vs CCI
-51.2%
+255.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.2% | -3.9% |
| 7D | 0.0% | -0.3% | +0.2% | 0.0% |
| 30D | -21.2% | +2.1% | -23.3% | -21.9% |
| 3M | -41.7% | -17.8% | -23.9% | -37.7% |
| 6M | -11.8% | -14.2% | +2.4% | -7.8% |
| YTD | -9.6% | -13.3% | +3.8% | -6.4% |
| 1Y | +34.1% | -16.6% | +50.7% | +41.6% |
| 3Y | +917.3% | -10.8% | +928.1% | +861.5% |
| 5Y | +204.4% | -50.3% | +254.7% | +236.2% |
| All | +204.4% | -51.2% | +255.6% | +236.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCI.
Daily Out/Under-Performance
Portfolio return minus CCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CCI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling