+531.5%
RKLB vs CG
+68.8%
+462.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.7% |
| 7D | +15.9% | +0.2% | +15.8% | +15.8% |
| 30D | +4.0% | +11.2% | -7.2% | -4.5% |
| 3M | -23.2% | -22.1% | -1.1% | -8.6% |
| 6M | -50.4% | -17.9% | -32.5% | -43.9% |
| YTD | -11.8% | -31.3% | +19.5% | +13.8% |
| 1Y | +36.0% | -24.0% | +59.9% | +64.1% |
| 3Y | +1,321.0% | +45.0% | +1,276.0% | +924.3% |
| 5Y | +328.2% | -22.6% | +350.8% | +323.5% |
| All | +531.5% | +68.8% | +462.7% | +419.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 10y: compounded portfolio wealth divided by compounded CG 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…
10y analysis · Full analysis span regression · 6 months rolling