+231.5%
RKLB vs CMCSA
-46.8%
+278.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMCSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.4% | -4.1% | -2.7% |
| 7D | -2.9% | -5.6% | +2.7% | -0.7% |
| 30D | -22.6% | -1.9% | -20.7% | -22.3% |
| 3M | -41.0% | +6.4% | -47.5% | -43.3% |
| 6M | -10.1% | -16.9% | +6.8% | -3.6% |
| YTD | -11.2% | -6.8% | -4.4% | -11.2% |
| 1Y | +34.2% | -15.9% | +50.1% | +41.5% |
| 3Y | +899.4% | -33.4% | +932.8% | +1,082.2% |
| 5Y | +231.5% | -46.7% | +278.2% | +231.9% |
| All | +231.5% | -46.8% | +278.3% | +231.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CMCSA.
Daily Out/Under-Performance
Portfolio return minus CMCSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMCSA 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 5y: compounded portfolio wealth divided by compounded CMCSA 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…
5y analysis · Full analysis span regression · 6 months rolling