+308.8%
RKLB vs CMI
+164.8%
+144.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +0.5% |
| 7D | -2.0% | -0.7% | -1.3% | -1.4% |
| 30D | -22.4% | -12.4% | -10.1% | -12.6% |
| 3M | -45.2% | -14.8% | -30.4% | -37.0% |
| 6M | -12.5% | +0.8% | -13.3% | -12.7% |
| YTD | -9.8% | +10.2% | -20.0% | -16.7% |
| 1Y | +30.0% | +37.4% | -7.5% | -0.5% |
| 3Y | +942.2% | +153.3% | +788.9% | +387.9% |
| All | +308.8% | +164.8% | +144.0% | +69.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling