+345.9%
RKLB vs CF
+117.5%
+228.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -3.3% |
| 7D | +39.3% | +5.4% | +34.0% | +38.6% |
| 30D | -0.2% | +6.5% | -6.8% | -1.0% |
| 3M | -21.1% | +4.6% | -25.7% | -21.7% |
| 6M | -45.5% | -3.3% | -42.2% | -45.5% |
| YTD | -8.2% | +63.9% | -72.0% | -21.6% |
| 1Y | +28.2% | +50.4% | -22.2% | +11.9% |
| 3Y | +1,366.1% | +68.2% | +1,297.9% | +1,104.7% |
| 5Y | +345.9% | +113.8% | +232.0% | +252.5% |
| All | +345.9% | +117.5% | +228.3% | +252.5% |
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