+364.9%
RKLB vs CNP
+75.8%
+289.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.8% |
| 7D | +26.3% | -0.1% | +26.4% | +26.7% |
| 30D | +0.7% | +5.0% | -4.4% | -1.5% |
| 3M | -17.3% | +2.7% | -20.0% | -18.3% |
| 6M | -43.6% | -1.9% | -41.7% | -43.5% |
| YTD | -5.2% | +8.8% | -13.9% | -10.8% |
| 1Y | +29.1% | +5.6% | +23.4% | +23.1% |
| 3Y | +1,413.7% | +63.2% | +1,350.5% | +1,017.9% |
| 5Y | +364.9% | +73.8% | +291.1% | +296.3% |
| All | +364.9% | +75.8% | +289.1% | +296.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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