+559.5%
RKLB vs CLX
-44.2%
+603.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.8% |
| 7D | -0.2% | -9.2% | +9.0% | +0.8% |
| 30D | -14.1% | -11.0% | -3.1% | -13.1% |
| 3M | -46.4% | +5.0% | -51.5% | -47.0% |
| 6M | -10.6% | -18.8% | +8.2% | -8.9% |
| YTD | -7.9% | -4.4% | -3.5% | -8.0% |
| 1Y | +49.5% | -21.9% | +71.3% | +53.1% |
| 3Y | +913.6% | -32.8% | +946.3% | +951.8% |
| 5Y | +375.3% | -34.6% | +409.9% | +385.4% |
| All | +559.5% | -44.2% | +603.7% | +568.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling