+547.3%
RKLB vs COF
+160.6%
+386.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.8% | -3.3% |
| 7D | 0.0% | -2.7% | +2.6% | +1.7% |
| 30D | -21.2% | -3.4% | -17.8% | -19.5% |
| 3M | -41.7% | +15.4% | -57.1% | -47.5% |
| 6M | -11.8% | +14.4% | -26.2% | -19.8% |
| YTD | -9.6% | -12.0% | +2.4% | -3.4% |
| 1Y | +34.1% | -3.7% | +37.9% | +35.1% |
| 3Y | +917.3% | +121.1% | +796.2% | +514.3% |
| 5Y | +204.4% | +47.8% | +156.6% | +109.3% |
| All | +547.3% | +160.6% | +386.6% | +321.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling