+204.4%
RKLB vs CIEN
+500.1%
-295.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -3.8% |
| 7D | 0.0% | -4.6% | +4.5% | +1.8% |
| 30D | -21.2% | -12.8% | -8.4% | -16.6% |
| 3M | -41.7% | -23.1% | -18.7% | -34.9% |
| 6M | -11.8% | +6.1% | -17.9% | -19.9% |
| YTD | -9.6% | +44.5% | -54.1% | -32.7% |
| 1Y | +34.1% | +176.6% | -142.5% | -29.5% |
| 3Y | +917.3% | +601.0% | +316.3% | +199.8% |
| 5Y | +204.4% | +509.1% | -304.7% | -8.3% |
| All | +204.4% | +500.1% | -295.8% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling