+962.4%
RKLB vs CG
+56.8%
+905.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +4.1% |
| 7D | +5.3% | -1.3% | +6.6% | +6.2% |
| 30D | -20.5% | -3.2% | -17.3% | -19.2% |
| 3M | -42.0% | +6.2% | -48.3% | -45.7% |
| 6M | -6.0% | -4.7% | -1.4% | -3.5% |
| YTD | -5.6% | -20.6% | +15.0% | +10.5% |
| 1Y | +38.0% | -26.4% | +64.4% | +70.3% |
| 3Y | +962.4% | +55.4% | +907.0% | +598.7% |
| All | +962.4% | +56.8% | +905.6% | +598.7% |
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