+308.8%
RKLB vs CDE
+196.4%
+112.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.2% |
| 7D | -2.0% | -3.1% | +1.1% | -1.2% |
| 30D | -22.4% | +9.5% | -31.9% | -25.0% |
| 3M | -45.2% | +25.5% | -70.6% | -49.3% |
| 6M | -12.5% | -7.9% | -4.6% | -11.7% |
| YTD | -9.8% | +15.6% | -25.3% | -14.7% |
| 1Y | +30.0% | +34.0% | -4.1% | +17.1% |
| 3Y | +942.2% | +791.9% | +150.3% | +425.3% |
| All | +308.8% | +196.4% | +112.3% | +144.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling