+559.5%
RKLB vs CLBK
+75.8%
+483.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | +1.2% | -1.4% | -0.7% |
| 30D | -14.1% | +9.1% | -23.2% | -17.0% |
| 3M | -46.4% | +27.7% | -74.1% | -51.7% |
| 6M | -10.6% | +40.8% | -51.5% | -22.3% |
| YTD | -7.9% | +66.4% | -74.3% | -25.8% |
| 1Y | +49.5% | +72.4% | -22.9% | +17.7% |
| 3Y | +913.6% | +50.7% | +862.9% | +736.3% |
| 5Y | +375.3% | +42.9% | +332.4% | +292.8% |
| All | +559.5% | +75.8% | +483.7% | +412.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling