+336.5%
RKLB vs CME
+77.1%
+259.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.1% | +3.6% | +2.7% |
| 7D | +5.3% | -2.9% | +8.2% | +5.9% |
| 30D | -20.5% | +5.5% | -26.0% | -21.4% |
| 3M | -42.0% | +11.0% | -53.0% | -43.5% |
| 6M | -6.0% | -9.7% | +3.6% | -3.4% |
| YTD | -5.6% | +4.9% | -10.4% | -7.4% |
| 1Y | +38.0% | +10.1% | +27.9% | +32.6% |
| 3Y | +962.4% | +53.5% | +908.9% | +729.0% |
| 5Y | +336.5% | +77.2% | +259.4% | +228.0% |
| All | +336.5% | +77.1% | +259.4% | +228.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling