-7.4%
RKLB vs CI
+21.2%
-28.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.4% | -7.2% | -4.0% |
| 7D | -10.6% | +3.5% | -14.2% | -10.9% |
| 30D | -28.3% | +12.6% | -40.9% | -30.3% |
| 3M | -29.7% | +12.1% | -41.7% | -31.8% |
| 6M | -34.8% | +10.6% | -45.4% | -37.5% |
| YTD | -24.9% | +12.8% | -37.8% | -28.1% |
| 1Y | -7.4% | +18.0% | -25.4% | -13.8% |
| All | -7.4% | +21.2% | -28.6% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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