+204.4%
RKLB vs CIFR
+38.5%
+165.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -8.7% | +4.4% | -2.3% |
| 7D | 0.0% | +11.3% | -11.4% | -2.7% |
| 30D | -21.2% | +3.5% | -24.7% | -22.5% |
| 3M | -41.7% | -26.6% | -15.1% | -39.7% |
| 6M | -11.8% | +18.1% | -29.9% | -19.0% |
| YTD | -9.6% | +14.5% | -24.1% | -16.8% |
| 1Y | +34.1% | +83.3% | -49.2% | +9.4% |
| 3Y | +917.3% | +461.5% | +455.8% | +465.8% |
| 5Y | +204.4% | +29.3% | +175.1% | +27.8% |
| All | +204.4% | +38.5% | +165.9% | +27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CIFR.
Daily Out/Under-Performance
Portfolio return minus CIFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIFR 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 CIFR 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