+504.1%
RKLB vs CP
+48.6%
+455.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.0% | +8.9% | +9.7% |
| 7D | +13.0% | +2.8% | +10.3% | +11.0% |
| 30D | -13.7% | +11.3% | -25.0% | -19.7% |
| 3M | -28.9% | +2.9% | -31.8% | -30.5% |
| 6M | -44.2% | +9.8% | -54.0% | -48.1% |
| YTD | -15.6% | +28.5% | -44.2% | -29.5% |
| 1Y | +14.0% | +33.5% | -19.5% | -6.7% |
| 3Y | +1,275.2% | +31.9% | +1,243.3% | +1,022.6% |
| 5Y | +296.6% | +25.5% | +271.1% | +227.0% |
| All | +504.1% | +48.6% | +455.5% | +370.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 10y: compounded portfolio wealth divided by compounded CP 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…
10y analysis · Full analysis span regression · 6 months rolling