+308.8%
RKLB vs CNC
+10.7%
+298.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.4% |
| 7D | -2.0% | -0.9% | -1.1% | -1.9% |
| 30D | -22.4% | -1.0% | -21.5% | -22.4% |
| 3M | -45.2% | +4.5% | -49.7% | -45.6% |
| 6M | -12.5% | +85.2% | -97.7% | -20.3% |
| YTD | -9.8% | +61.4% | -71.2% | -16.6% |
| 1Y | +30.0% | +94.9% | -64.9% | +16.9% |
| 3Y | +942.2% | 0.0% | +942.2% | +890.5% |
| All | +308.8% | +10.7% | +298.0% | +300.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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