+543.6%
RKLB vs CFG
+141.8%
+401.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.4% | +7.0% | +6.8% |
| 7D | +15.2% | +0.7% | +14.5% | +14.9% |
| 30D | -8.1% | +2.8% | -10.8% | -9.6% |
| 3M | -21.7% | -10.1% | -11.6% | -16.2% |
| 6M | -40.5% | +3.2% | -43.7% | -42.5% |
| YTD | -10.1% | +14.2% | -24.3% | -18.4% |
| 1Y | +20.8% | +27.4% | -6.6% | +2.7% |
| 3Y | +1,335.0% | +187.6% | +1,147.4% | +682.4% |
| 5Y | +329.8% | +65.7% | +264.1% | +196.4% |
| All | +543.6% | +141.8% | +401.8% | +335.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling