+1,427.7%
RKLB vs CG
+51.4%
+1,376.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +6.5% |
| 7D | +26.3% | -3.8% | +30.1% | +30.3% |
| 30D | +0.7% | +7.5% | -6.8% | -4.8% |
| 3M | -17.3% | -14.4% | -3.0% | -8.5% |
| 6M | -43.6% | -15.7% | -28.0% | -37.3% |
| YTD | -5.2% | -29.0% | +23.8% | +19.7% |
| 1Y | +29.1% | -22.1% | +51.2% | +53.8% |
| All | +1,427.7% | +51.4% | +1,376.4% | +1,038.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling