+559.5%
RKLB vs CI
+50.0%
+509.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.0% |
| 7D | -0.2% | +1.3% | -1.5% | -0.5% |
| 30D | -14.1% | +4.4% | -18.6% | -15.0% |
| 3M | -46.4% | +0.7% | -47.1% | -46.8% |
| 6M | -10.6% | +0.3% | -11.0% | -11.1% |
| YTD | -7.9% | +3.8% | -11.7% | -9.0% |
| 1Y | +49.5% | -5.5% | +55.0% | +50.1% |
| 3Y | +913.6% | +8.1% | +905.5% | +871.5% |
| 5Y | +375.3% | +42.8% | +332.5% | +340.5% |
| All | +559.5% | +50.0% | +509.5% | +492.5% |
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 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