+34.1%
RKLB vs CI
-6.0%
+40.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.1% | -4.5% |
| 7D | 0.0% | -1.1% | +1.1% | +0.3% |
| 30D | -21.2% | +0.5% | -21.7% | -21.5% |
| 3M | -41.7% | -5.2% | -36.5% | -40.8% |
| 6M | -11.8% | +4.3% | -16.1% | -14.2% |
| YTD | -9.6% | +2.8% | -12.4% | -11.5% |
| 1Y | +34.1% | -5.8% | +39.9% | +38.1% |
| All | +34.1% | -6.0% | +40.1% | +38.1% |
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 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