+576.0%
RKLB vs CI
+47.3%
+528.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +2.9% |
| 7D | +5.3% | -2.0% | +7.3% | +5.8% |
| 30D | -20.5% | -1.8% | -18.7% | -20.2% |
| 3M | -42.0% | -4.2% | -37.8% | -41.7% |
| 6M | -6.0% | +2.7% | -8.7% | -6.9% |
| YTD | -5.6% | +1.9% | -7.5% | -6.4% |
| 1Y | +38.0% | -6.3% | +44.3% | +38.9% |
| 3Y | +962.4% | +3.9% | +958.6% | +929.0% |
| 5Y | +336.5% | +41.9% | +294.6% | +305.0% |
| All | +576.0% | +47.3% | +528.7% | +509.7% |
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