+330.6%
RKLB vs CLBK
+27.8%
+302.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.4% | -3.8% |
| 7D | +15.9% | +0.9% | +15.0% | +15.7% |
| 30D | +4.0% | +3.4% | +0.6% | +2.7% |
| 3M | -23.2% | -4.3% | -18.9% | -21.8% |
| 6M | -50.4% | +28.4% | -78.8% | -55.3% |
| YTD | -11.8% | +59.4% | -71.2% | -27.9% |
| 1Y | +36.0% | +64.8% | -28.8% | +9.4% |
| 3Y | +1,321.0% | +50.6% | +1,270.4% | +1,074.5% |
| All | +330.6% | +27.8% | +302.8% | +283.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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