+531.5%
RKLB vs CLX
-33.4%
+564.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.1% | -4.1% |
| 7D | +15.9% | +9.5% | +6.4% | +14.9% |
| 30D | +4.0% | +30.7% | -26.7% | +1.1% |
| 3M | -23.2% | +4.2% | -27.4% | -23.5% |
| 6M | -50.4% | +22.1% | -72.6% | -51.6% |
| YTD | -11.8% | +14.1% | -25.9% | -13.5% |
| 1Y | +36.0% | +10.3% | +25.7% | +33.9% |
| 3Y | +1,321.0% | -7.8% | +1,328.8% | +1,322.6% |
| 5Y | +328.2% | -20.8% | +349.0% | +330.5% |
| All | +531.5% | -33.4% | +564.9% | +528.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 10y: compounded portfolio wealth divided by compounded CLX 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…
10y analysis · Full analysis span regression · 6 months rolling