+557.5%
RKLB vs COP
+288.8%
+268.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.4% |
| 7D | +39.3% | +3.4% | +35.9% | +38.4% |
| 30D | -0.2% | -0.6% | +0.4% | -0.3% |
| 3M | -21.1% | +10.8% | -31.8% | -23.0% |
| 6M | -45.5% | +19.6% | -65.1% | -48.1% |
| YTD | -8.2% | +52.9% | -61.1% | -18.7% |
| 1Y | +28.2% | +62.2% | -34.0% | +11.7% |
| 3Y | +1,366.1% | +32.4% | +1,333.8% | +1,219.9% |
| 5Y | +345.9% | +129.7% | +216.1% | +281.8% |
| All | +557.5% | +288.8% | +268.7% | +456.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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