+540.3%
RKLB vs CEG
+703.5%
-163.2%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.5% | -3.5% |
| 7D | 0.0% | +1.3% | -1.4% | -0.7% |
| 30D | -21.2% | +8.8% | -30.0% | -24.4% |
| 3M | -41.7% | +17.0% | -58.7% | -46.0% |
| 6M | -11.8% | -8.7% | -3.0% | -9.7% |
| YTD | -9.6% | -16.4% | +6.8% | -4.6% |
| 1Y | +34.1% | -1.8% | +35.9% | +32.3% |
| 3Y | +917.3% | +175.8% | +741.5% | +513.8% |
| All | +540.3% | +703.5% | -163.2% | +182.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 CEG 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