+531.5%
RKLB vs CCJ
+621.1%
-89.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.5% | -2.5% | -3.2% |
| 7D | +15.9% | -0.8% | +16.7% | +16.5% |
| 30D | +4.0% | -13.2% | +17.2% | +12.3% |
| 3M | -23.2% | -27.6% | +4.5% | -9.7% |
| 6M | -50.4% | -38.7% | -11.7% | -36.8% |
| YTD | -11.8% | -22.7% | +10.9% | +2.6% |
| 1Y | +36.0% | -17.6% | +53.6% | +55.0% |
| 3Y | +1,321.0% | +62.7% | +1,258.3% | +1,083.3% |
| 5Y | +328.2% | +159.7% | +168.5% | +185.0% |
| All | +531.5% | +621.1% | -89.7% | +286.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 10y: compounded portfolio wealth divided by compounded CCJ 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…
10y analysis · Full analysis span regression · 6 months rolling