+543.6%
RKLB vs CI
+61.9%
+481.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.5% | +4.0% | +6.1% |
| 7D | +15.2% | +2.6% | +12.6% | +14.6% |
| 30D | -8.1% | +7.3% | -15.4% | -9.7% |
| 3M | -21.7% | +9.5% | -31.1% | -23.5% |
| 6M | -40.5% | +6.4% | -47.0% | -41.8% |
| YTD | -10.1% | +12.0% | -22.1% | -13.0% |
| 1Y | +20.8% | +20.1% | +0.7% | +15.1% |
| 3Y | +1,335.0% | +9.6% | +1,325.4% | +1,274.0% |
| 5Y | +329.8% | +52.7% | +277.1% | +289.9% |
| All | +543.6% | +61.9% | +481.7% | +466.7% |
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 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