+531.5%
RKLB vs CI
+58.6%
+472.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | +15.9% | +1.2% | +14.8% | +15.7% |
| 30D | +4.0% | +2.6% | +1.4% | +3.1% |
| 3M | -23.2% | +7.4% | -30.6% | -24.8% |
| 6M | -50.4% | -0.1% | -50.3% | -50.8% |
| YTD | -11.8% | +9.7% | -21.5% | -14.3% |
| 1Y | +36.0% | +12.1% | +23.9% | +31.4% |
| 3Y | +1,321.0% | +7.0% | +1,314.0% | +1,267.0% |
| 5Y | +328.2% | +49.7% | +278.5% | +289.8% |
| All | +531.5% | +58.6% | +472.9% | +458.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling