+559.5%
RKLB vs CCI
-41.1%
+600.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +1.3% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | -14.1% | +2.7% | -16.8% | -14.9% |
| 3M | -46.4% | -18.2% | -28.2% | -43.3% |
| 6M | -10.6% | -14.8% | +4.1% | -6.9% |
| YTD | -7.9% | -12.6% | +4.7% | -5.4% |
| 1Y | +49.5% | -16.7% | +66.2% | +56.7% |
| 3Y | +913.6% | -10.5% | +924.1% | +876.7% |
| 5Y | +375.3% | -51.4% | +426.7% | +475.1% |
| All | +559.5% | -41.1% | +600.6% | +717.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling