+444.6%
RKLB vs CI
+56.8%
+387.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.6% | +18.0% | +15.9% |
| 7D | -3.0% | -1.6% | -1.5% | -2.8% |
| 30D | -26.2% | +5.4% | -31.6% | -27.3% |
| 3M | -29.9% | +7.3% | -37.1% | -31.3% |
| 6M | -37.3% | +5.3% | -42.6% | -38.6% |
| YTD | -23.9% | +8.5% | -32.4% | -26.0% |
| 1Y | +7.0% | +17.1% | -10.1% | +2.3% |
| 3Y | +1,120.0% | +1.4% | +1,118.6% | +1,089.8% |
| 5Y | +242.2% | +50.5% | +191.7% | +210.9% |
| All | +444.6% | +56.8% | +387.9% | +382.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling