+546.0%
RKLB vs CDE
+203.0%
+343.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.3% |
| 7D | -2.0% | -3.1% | +1.1% | -1.3% |
| 30D | -22.4% | +9.5% | -31.9% | -24.7% |
| 3M | -45.2% | +25.5% | -70.6% | -48.7% |
| 6M | -12.5% | -7.9% | -4.6% | -11.7% |
| YTD | -9.8% | +15.6% | -25.3% | -13.8% |
| 1Y | +30.0% | +34.0% | -4.1% | +19.3% |
| 3Y | +942.2% | +791.9% | +150.3% | +506.2% |
| 5Y | +236.8% | +197.7% | +39.1% | +113.2% |
| All | +546.0% | +203.0% | +343.1% | +309.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling