+49.5%
RKLB vs CMI
+45.0%
+4.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -2.0% |
| 7D | -0.2% | -0.7% | +0.5% | +0.4% |
| 30D | -14.1% | -13.4% | -0.7% | -1.1% |
| 3M | -46.4% | -17.0% | -29.4% | -36.5% |
| 6M | -10.6% | -1.6% | -9.0% | -10.3% |
| YTD | -7.9% | +11.0% | -18.9% | -17.2% |
| 1Y | +49.5% | +41.9% | +7.6% | +18.5% |
| All | +49.5% | +45.0% | +4.5% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CMI.
Daily Out/Under-Performance
Portfolio return minus CMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMI 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 1y: compounded portfolio wealth divided by compounded CMI 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…
1y analysis · Full analysis span regression · 6 months rolling