+343.2%
RKLB vs CFG
+101.4%
+241.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -0.2% | +1.5% | -1.7% | -1.3% |
| 30D | -14.1% | -3.8% | -10.3% | -11.7% |
| 3M | -46.4% | +11.5% | -57.9% | -51.3% |
| 6M | -10.6% | +19.2% | -29.8% | -22.1% |
| YTD | -7.9% | +23.7% | -31.6% | -22.2% |
| 1Y | +49.5% | +38.8% | +10.6% | +16.4% |
| 3Y | +913.6% | +178.9% | +734.7% | +397.5% |
| All | +343.2% | +101.4% | +241.8% | +196.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling