+550.5%
RKLB vs CEG
+672.0%
-121.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.8% | -5.9% | -4.5% |
| 7D | +39.3% | +17.8% | +21.5% | +29.2% |
| 30D | -0.2% | -4.5% | +4.3% | +2.3% |
| 3M | -21.1% | +1.5% | -22.6% | -21.8% |
| 6M | -45.5% | -3.5% | -42.0% | -44.9% |
| YTD | -8.2% | -19.7% | +11.5% | -1.4% |
| 1Y | +28.2% | -19.8% | +48.0% | +38.1% |
| 3Y | +1,366.1% | +136.4% | +1,229.7% | +859.3% |
| All | +550.5% | +672.0% | -121.6% | +191.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling