+547.3%
RKLB vs CDE
+209.2%
+338.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.6% | -5.9% | -4.7% |
| 7D | 0.0% | -2.0% | +1.9% | +0.4% |
| 30D | -21.2% | +15.7% | -36.9% | -24.6% |
| 3M | -41.7% | +30.5% | -72.2% | -46.0% |
| 6M | -11.8% | -7.4% | -4.4% | -11.2% |
| YTD | -9.6% | +17.9% | -27.5% | -14.1% |
| 1Y | +34.1% | +46.7% | -12.6% | +20.7% |
| 3Y | +917.3% | +851.3% | +66.0% | +482.9% |
| 5Y | +204.4% | +202.9% | +1.5% | +91.7% |
| All | +547.3% | +209.2% | +338.1% | +308.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling