+944.2%
RKLB vs CLX
-35.1%
+979.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -4.1% |
| 7D | 0.0% | -4.9% | +4.9% | +0.4% |
| 30D | -21.2% | -15.8% | -5.4% | -20.0% |
| 3M | -41.7% | -7.9% | -33.8% | -41.3% |
| 6M | -11.8% | -19.0% | +7.3% | -10.3% |
| YTD | -9.6% | -7.9% | -1.7% | -9.6% |
| 1Y | +34.1% | -25.4% | +59.5% | +38.3% |
| All | +944.2% | -35.1% | +979.3% | +971.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling