+444.6%
RKLB vs CF
+272.9%
+171.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.7% | +14.7% | +15.3% |
| 7D | -3.0% | -3.2% | +0.1% | -2.7% |
| 30D | -26.2% | +4.3% | -30.5% | -26.7% |
| 3M | -29.9% | +2.8% | -32.7% | -30.4% |
| 6M | -37.3% | +0.6% | -37.9% | -38.2% |
| YTD | -23.9% | +56.6% | -80.6% | -33.9% |
| 1Y | +7.0% | +49.6% | -42.6% | -6.1% |
| 3Y | +1,120.0% | +61.5% | +1,058.5% | +925.5% |
| 5Y | +242.2% | +124.0% | +118.2% | +175.8% |
| All | +444.6% | +272.9% | +171.8% | +323.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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