+531.5%
RKLB vs CIEN
+543.9%
-12.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.6% | +0.6% | -1.6% |
| 7D | +15.9% | +15.3% | +0.7% | +8.0% |
| 30D | +4.0% | -22.0% | +26.0% | +17.4% |
| 3M | -23.2% | -36.6% | +13.5% | -5.8% |
| 6M | -50.4% | -51.5% | +1.0% | -32.9% |
| YTD | -11.8% | +20.0% | -31.8% | -27.7% |
| 1Y | +36.0% | +44.5% | -8.5% | +1.8% |
| 3Y | +1,321.0% | +539.0% | +782.0% | +371.8% |
| 5Y | +328.2% | +356.8% | -28.6% | +58.8% |
| All | +531.5% | +543.9% | -12.4% | +115.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 10y: compounded portfolio wealth divided by compounded CIEN 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…
10y analysis · Full analysis span regression · 6 months rolling