+535.9%
RKLB vs CCL
+17.7%
+518.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.3% |
| 7D | -2.9% | -4.3% | +1.4% | -1.0% |
| 30D | -22.6% | -19.0% | -3.6% | -15.3% |
| 3M | -41.0% | -13.1% | -27.9% | -37.6% |
| 6M | -10.1% | -13.3% | +3.2% | -5.3% |
| YTD | -11.2% | -25.2% | +14.1% | -1.7% |
| 1Y | +34.2% | -27.2% | +61.4% | +50.3% |
| 3Y | +899.4% | +49.2% | +850.1% | +716.0% |
| 5Y | +231.5% | +0.4% | +231.2% | +165.9% |
| All | +535.9% | +17.7% | +518.1% | +411.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CCL 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling