+942.2%
RKLB vs CDE
+807.6%
+134.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.2% |
| 7D | -2.0% | -3.1% | +1.1% | -1.1% |
| 30D | -22.4% | +9.5% | -31.9% | -25.1% |
| 3M | -45.2% | +25.5% | -70.6% | -49.4% |
| 6M | -12.5% | -7.9% | -4.6% | -12.2% |
| YTD | -9.8% | +15.6% | -25.3% | -14.6% |
| 1Y | +30.0% | +34.0% | -4.1% | +18.2% |
| 3Y | +942.2% | +791.9% | +150.3% | +547.2% |
| All | +942.2% | +807.6% | +134.6% | +547.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling