+343.2%
RKLB vs CL
+28.4%
+314.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.3% |
| 7D | -0.2% | -2.2% | +2.0% | -0.8% |
| 30D | -14.1% | -4.8% | -9.3% | -15.1% |
| 3M | -46.4% | +4.9% | -51.3% | -45.7% |
| 6M | -10.6% | -5.7% | -4.9% | -11.9% |
| YTD | -7.9% | +14.4% | -22.3% | -4.3% |
| 1Y | +49.5% | +8.7% | +40.7% | +54.4% |
| 3Y | +913.6% | +30.0% | +883.6% | +937.0% |
| All | +343.2% | +28.4% | +314.8% | +364.0% |
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