+231.5%
RKLB vs CMG
-6.2%
+237.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.0% | -1.9% |
| 7D | -2.9% | -3.8% | +0.9% | -0.4% |
| 30D | -22.6% | +12.9% | -35.5% | -29.0% |
| 3M | -41.0% | +18.8% | -59.8% | -49.2% |
| 6M | -10.1% | +4.1% | -14.2% | -15.4% |
| YTD | -11.2% | -2.4% | -8.8% | -12.0% |
| 1Y | +34.2% | -6.7% | +40.9% | +35.2% |
| 3Y | +899.4% | -7.1% | +906.5% | +792.4% |
| 5Y | +231.5% | -5.0% | +236.5% | +146.9% |
| All | +231.5% | -6.2% | +237.7% | +146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CMG.
Daily Out/Under-Performance
Portfolio return minus CMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMG 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 CMG 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