+308.8%
RKLB vs CNI
+12.6%
+296.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.9% |
| 7D | -2.0% | -0.4% | -1.7% | -1.7% |
| 30D | -22.4% | -2.7% | -19.7% | -20.8% |
| 3M | -45.2% | +3.9% | -49.1% | -47.7% |
| 6M | -12.5% | +16.4% | -28.9% | -24.4% |
| YTD | -9.8% | +25.8% | -35.6% | -27.5% |
| 1Y | +30.0% | +32.4% | -2.4% | -0.4% |
| 3Y | +942.2% | +19.1% | +923.1% | +745.1% |
| All | +308.8% | +12.6% | +296.1% | +272.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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