+1,275.2%
RKLB vs CFG
+182.2%
+1,093.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.9% | +8.0% | +8.5% |
| 7D | +13.0% | +0.3% | +12.8% | +13.0% |
| 30D | -13.7% | +3.2% | -16.9% | -15.8% |
| 3M | -28.9% | -9.7% | -19.2% | -22.8% |
| 6M | -44.2% | +3.6% | -47.8% | -47.1% |
| YTD | -15.6% | +14.7% | -30.3% | -26.9% |
| 1Y | +14.0% | +29.6% | -15.6% | -10.6% |
| 3Y | +1,275.2% | +190.6% | +1,084.7% | +532.6% |
| All | +1,275.2% | +182.2% | +1,093.0% | +532.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 3y: compounded portfolio wealth divided by compounded CFG 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…
3y analysis · Full analysis span regression · 6 months rolling