+330.6%
RKLB vs CL
+43.4%
+287.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.8% | -3.4% |
| 7D | +15.9% | +3.2% | +12.7% | +17.1% |
| 30D | +4.0% | +8.0% | -4.1% | +6.9% |
| 3M | -23.2% | +7.9% | -31.0% | -20.9% |
| 6M | -50.4% | +14.7% | -65.2% | -48.1% |
| YTD | -11.8% | +29.2% | -41.0% | -4.9% |
| 1Y | +36.0% | +29.5% | +6.4% | +47.0% |
| 3Y | +1,321.0% | +40.7% | +1,280.4% | +1,398.1% |
| All | +330.6% | +43.4% | +287.1% | +368.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling