+557.5%
RKLB vs CME
+136.0%
+421.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.1% |
| 7D | +39.3% | +2.7% | +36.6% | +38.8% |
| 30D | -0.2% | +13.5% | -13.7% | -2.6% |
| 3M | -21.1% | +20.9% | -42.0% | -24.2% |
| 6M | -45.5% | +11.5% | -57.0% | -46.6% |
| YTD | -8.2% | +19.5% | -27.6% | -12.5% |
| 1Y | +28.2% | +17.2% | +11.0% | +22.8% |
| 3Y | +1,366.1% | +65.1% | +1,301.0% | +1,065.7% |
| 5Y | +345.9% | +73.1% | +272.7% | +236.1% |
| All | +557.5% | +136.0% | +421.6% | +369.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CME.
Daily Out/Under-Performance
Portfolio return minus CME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CME 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 CME 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