+547.3%
RKLB vs CP
+42.0%
+505.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -3.5% |
| 7D | 0.0% | +0.6% | -0.6% | -0.4% |
| 30D | -21.2% | -0.5% | -20.7% | -21.0% |
| 3M | -41.7% | +0.1% | -41.8% | -42.3% |
| 6M | -11.8% | +7.8% | -19.6% | -16.6% |
| YTD | -9.6% | +22.9% | -32.4% | -21.9% |
| 1Y | +34.1% | +21.3% | +12.8% | +17.1% |
| 3Y | +917.3% | +20.4% | +896.9% | +779.9% |
| 5Y | +204.4% | +34.9% | +169.5% | +157.2% |
| All | +547.3% | +42.0% | +505.2% | +420.4% |
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