+547.3%
RKLB vs CMI
+167.5%
+379.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.0% | -3.2% |
| 7D | 0.0% | +0.7% | -0.7% | -0.7% |
| 30D | -21.2% | -12.3% | -8.9% | -11.7% |
| 3M | -41.7% | -16.8% | -24.9% | -32.0% |
| 6M | -11.8% | +1.5% | -13.3% | -12.3% |
| YTD | -9.6% | +9.8% | -19.4% | -15.7% |
| 1Y | +34.1% | +42.6% | -8.5% | +1.2% |
| 3Y | +917.3% | +151.0% | +766.3% | +402.7% |
| 5Y | +204.4% | +167.0% | +37.4% | +41.6% |
| All | +547.3% | +167.5% | +379.7% | +215.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling