+1,120.0%
RKLB vs CI
0.0%
+1,120.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.6% | +18.0% | +15.6% |
| 7D | -3.0% | -1.6% | -1.5% | -2.9% |
| 30D | -26.2% | +5.4% | -31.6% | -27.0% |
| 3M | -29.9% | +7.3% | -37.1% | -30.9% |
| 6M | -37.3% | +5.3% | -42.6% | -38.2% |
| YTD | -23.9% | +8.5% | -32.4% | -25.3% |
| 1Y | +7.0% | +17.1% | -10.1% | +3.9% |
| 3Y | +1,120.0% | +1.4% | +1,118.6% | +1,161.5% |
| All | +1,120.0% | 0.0% | +1,120.0% | +1,161.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling