+925.8%
RKLB vs COPX
+149.6%
+776.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.0% | +5.2% | +3.5% |
| 7D | -2.9% | -2.9% | 0.0% | -1.1% |
| 30D | -22.6% | 0.0% | -22.6% | -23.2% |
| 3M | -41.0% | +14.8% | -55.8% | -47.3% |
| 6M | -10.1% | +7.0% | -17.2% | -15.2% |
| YTD | -11.2% | +23.8% | -35.0% | -25.2% |
| 1Y | +34.2% | +75.7% | -41.5% | -11.3% |
| All | +925.8% | +149.6% | +776.2% | +378.4% |
Cumulative growth
Daily Returns
Daily percentage return beside COPX.
Daily Out/Under-Performance
Portfolio return minus COPX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COPX 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 3y: compounded portfolio wealth divided by compounded COPX 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…
3y analysis · Full analysis span regression · 6 months rolling