+308.8%
RKLB vs COPX
+163.4%
+145.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | -2.0% | -2.3% | +0.3% | -0.7% |
| 30D | -22.4% | +0.3% | -22.7% | -23.2% |
| 3M | -45.2% | +6.8% | -52.0% | -48.1% |
| 6M | -12.5% | +7.9% | -20.5% | -17.4% |
| YTD | -9.8% | +23.7% | -33.5% | -23.1% |
| 1Y | +30.0% | +71.5% | -41.6% | -11.1% |
| 3Y | +942.2% | +149.1% | +793.1% | +434.1% |
| All | +308.8% | +163.4% | +145.4% | +97.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling