+576.0%
RKLB vs CL
+19.2%
+556.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.4% |
| 7D | +5.3% | -1.4% | +6.7% | +5.0% |
| 30D | -20.5% | -5.2% | -15.3% | -21.4% |
| 3M | -42.0% | +3.3% | -45.3% | -41.6% |
| 6M | -6.0% | -4.4% | -1.7% | -6.9% |
| YTD | -5.6% | +13.9% | -19.5% | -2.5% |
| 1Y | +38.0% | +7.6% | +30.4% | +41.8% |
| 3Y | +962.4% | +29.6% | +932.8% | +981.5% |
| 5Y | +336.5% | +28.1% | +308.5% | +350.2% |
| All | +576.0% | +19.2% | +556.8% | +553.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CL 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling