+568.7%
RKLB vs CEG
+717.5%
-148.8%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.3% | +6.7% | -1.4% | +2.2% |
| 30D | -20.5% | +11.0% | -31.5% | -24.4% |
| 3M | -42.0% | +19.5% | -61.5% | -46.9% |
| 6M | -6.0% | -5.9% | -0.2% | -5.2% |
| YTD | -5.6% | -15.0% | +9.4% | -1.1% |
| 1Y | +38.0% | +0.6% | +37.4% | +34.6% |
| 3Y | +962.4% | +180.6% | +781.8% | +535.9% |
| All | +568.7% | +717.5% | -148.8% | +192.5% |
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