+444.6%
RKLB vs CL
+30.9%
+413.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.2% | +17.6% | +14.7% |
| 7D | -3.0% | +1.3% | -4.4% | -2.5% |
| 30D | -26.2% | +11.4% | -37.6% | -23.8% |
| 3M | -29.9% | +4.4% | -34.3% | -28.5% |
| 6M | -37.3% | +10.8% | -48.1% | -35.1% |
| YTD | -23.9% | +25.1% | -49.1% | -19.1% |
| 1Y | +7.0% | +28.0% | -21.0% | +14.4% |
| 3Y | +1,120.0% | +37.6% | +1,082.4% | +1,179.1% |
| 5Y | +242.2% | +39.7% | +202.5% | +263.5% |
| All | +444.6% | +30.9% | +413.7% | +442.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling