+255.2%
RKLB vs CF
+120.6%
+134.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -34.7% |
| 1Y | +7.0% | +49.6% | -42.6% | -7.1% |
| 3Y | +1,120.0% | +61.5% | +1,058.5% | +906.0% |
| All | +255.2% | +120.6% | +134.6% | +179.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling