+231.5%
RKLB vs CLBK
+41.8%
+189.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -2.0% |
| 7D | -2.9% | -1.4% | -1.5% | -2.4% |
| 30D | -22.6% | +4.5% | -27.1% | -23.9% |
| 3M | -41.0% | +22.8% | -63.8% | -46.0% |
| 6M | -10.1% | +43.4% | -53.5% | -22.4% |
| YTD | -11.2% | +64.1% | -75.3% | -28.1% |
| 1Y | +34.2% | +67.6% | -33.4% | +6.9% |
| 3Y | +899.4% | +53.3% | +846.1% | +721.3% |
| 5Y | +231.5% | +44.8% | +186.7% | +193.2% |
| All | +231.5% | +41.8% | +189.7% | +193.2% |
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