-7.4%
RKLB vs CDE
+0.7%
-8.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.7% | -12.5% | -8.5% |
| 7D | -10.6% | +1.1% | -11.7% | -11.5% |
| 30D | -28.3% | -14.5% | -13.8% | -22.3% |
| 3M | -29.7% | -10.1% | -19.6% | -28.7% |
| 6M | -34.8% | -16.9% | -17.9% | -30.7% |
| YTD | -24.9% | -18.1% | -6.8% | -25.9% |
| 1Y | -7.4% | +5.6% | -13.0% | -20.0% |
| All | -7.4% | +0.7% | -8.2% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 1y: compounded portfolio wealth divided by compounded CDE 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…
1y analysis · Full analysis span regression · 6 months rolling