+552.4%
RKLB vs CEG
+717.3%
-164.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.9% | -4.2% | -1.5% |
| 7D | -0.2% | +8.0% | -8.2% | -3.8% |
| 30D | -14.1% | +12.9% | -27.1% | -18.9% |
| 3M | -46.4% | +13.2% | -59.6% | -49.6% |
| 6M | -10.6% | -7.0% | -3.6% | -9.4% |
| YTD | -7.9% | -15.0% | +7.1% | -3.5% |
| 1Y | +49.5% | -2.7% | +52.2% | +47.9% |
| 3Y | +913.6% | +184.1% | +729.5% | +502.5% |
| All | +552.4% | +717.3% | -164.9% | +185.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling