+343.2%
RKLB vs CF
+227.0%
+116.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.2% | +3.9% | +1.1% |
| 7D | -0.2% | +6.0% | -6.2% | -1.0% |
| 30D | -14.1% | +14.8% | -29.0% | -15.7% |
| 3M | -46.4% | +14.1% | -60.5% | -47.6% |
| 6M | -10.6% | +28.5% | -39.2% | -17.5% |
| YTD | -7.9% | +74.9% | -82.8% | -21.3% |
| 1Y | +49.5% | +61.7% | -12.2% | +30.0% |
| 3Y | +913.6% | +80.3% | +833.2% | +732.5% |
| All | +343.2% | +227.0% | +116.2% | +269.1% |
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