+28.2%
RKLB vs CG
-26.5%
+54.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.3% | +1.1% | +0.1% |
| 7D | +39.3% | -1.5% | +40.8% | +40.8% |
| 30D | -0.2% | +5.7% | -5.9% | -4.6% |
| 3M | -21.1% | -17.9% | -3.2% | -8.5% |
| 6M | -45.5% | -20.2% | -25.3% | -34.6% |
| YTD | -8.2% | -32.0% | +23.8% | +24.8% |
| 1Y | +28.2% | -27.0% | +55.2% | +54.4% |
| All | +28.2% | -26.5% | +54.7% | +54.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling