+559.5%
RKLB vs CLF
+22.8%
+536.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.1% |
| 7D | -0.2% | +7.6% | -7.8% | -2.6% |
| 30D | -14.1% | -1.2% | -12.9% | -14.0% |
| 3M | -46.4% | -13.4% | -33.1% | -44.6% |
| 6M | -10.6% | +15.4% | -26.1% | -15.7% |
| YTD | -7.9% | -5.9% | -2.0% | -8.7% |
| 1Y | +49.5% | +18.8% | +30.7% | +36.7% |
| 3Y | +913.6% | -19.4% | +933.0% | +859.5% |
| 5Y | +375.3% | -47.7% | +423.0% | +380.5% |
| All | +559.5% | +22.8% | +536.7% | +524.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 CLF 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