+30.0%
RKLB vs COF
-4.6%
+34.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.3% |
| 7D | -2.0% | -5.1% | +3.1% | +0.8% |
| 30D | -22.4% | -6.0% | -16.4% | -19.8% |
| 3M | -45.2% | +14.8% | -60.0% | -50.3% |
| 6M | -12.5% | +15.3% | -27.9% | -20.8% |
| YTD | -9.8% | -13.0% | +3.3% | -3.3% |
| 1Y | +30.0% | -5.7% | +35.7% | +28.9% |
| All | +30.0% | -4.6% | +34.5% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COF.
Daily Out/Under-Performance
Portfolio return minus COF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COF 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 1y: compounded portfolio wealth divided by compounded COF 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…
1y analysis · Full analysis span regression · 6 months rolling