+504.1%
RKLB vs CL
+32.8%
+471.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +1.4% | +9.5% | +11.3% |
| 7D | +13.0% | +0.5% | +12.5% | +13.3% |
| 30D | -13.7% | +11.6% | -25.3% | -10.8% |
| 3M | -28.9% | +5.6% | -34.5% | -27.4% |
| 6M | -44.2% | +13.2% | -57.3% | -41.9% |
| YTD | -15.6% | +26.9% | -42.5% | -9.9% |
| 1Y | +14.0% | +27.3% | -13.4% | +22.0% |
| 3Y | +1,275.2% | +39.7% | +1,235.5% | +1,347.3% |
| 5Y | +296.6% | +41.3% | +255.3% | +322.8% |
| All | +504.1% | +32.8% | +471.3% | +503.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling