+336.5%
RKLB vs CNH
+7.1%
+329.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.6% | +8.1% | +5.5% |
| 7D | +5.3% | +8.8% | -3.5% | 0.0% |
| 30D | -20.5% | +24.7% | -45.1% | -30.7% |
| 3M | -42.0% | +27.3% | -69.4% | -50.7% |
| 6M | -6.0% | +23.2% | -29.2% | -18.3% |
| YTD | -5.6% | +48.9% | -54.5% | -27.4% |
| 1Y | +38.0% | +19.4% | +18.6% | +20.5% |
| 3Y | +962.4% | +7.8% | +954.7% | +856.6% |
| 5Y | +336.5% | +8.7% | +327.8% | +342.5% |
| All | +336.5% | +7.1% | +329.4% | +342.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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