+576.0%
RKLB vs COPX
+314.1%
+261.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COPX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.1% | -1.6% | -0.2% |
| 7D | +5.3% | +5.8% | -0.4% | +1.4% |
| 30D | -20.5% | +7.2% | -27.7% | -24.5% |
| 3M | -42.0% | +16.5% | -58.5% | -47.8% |
| 6M | -6.0% | +18.4% | -24.5% | -15.7% |
| YTD | -5.6% | +31.9% | -37.5% | -21.3% |
| 1Y | +38.0% | +88.5% | -50.5% | -7.3% |
| 3Y | +962.4% | +173.1% | +789.3% | +457.0% |
| 5Y | +336.5% | +193.1% | +143.4% | +117.0% |
| All | +576.0% | +314.1% | +261.9% | +236.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling