+308.8%
RKLB vs CNQ
+278.6%
+30.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.1% | +1.8% |
| 7D | -2.0% | +0.1% | -2.2% | -2.1% |
| 30D | -22.4% | +6.2% | -28.6% | -24.2% |
| 3M | -45.2% | +12.4% | -57.5% | -47.8% |
| 6M | -12.5% | +9.0% | -21.5% | -16.7% |
| YTD | -9.8% | +52.2% | -62.0% | -25.4% |
| 1Y | +30.0% | +65.0% | -35.1% | +3.5% |
| 3Y | +942.2% | +78.8% | +863.4% | +678.0% |
| All | +308.8% | +278.6% | +30.1% | +196.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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