+38.0%
RKLB vs CP
+19.5%
+18.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.8% |
| 7D | +5.3% | +2.4% | +2.9% | +3.9% |
| 30D | -20.5% | -0.5% | -19.9% | -20.2% |
| 3M | -42.0% | +1.4% | -43.5% | -43.0% |
| 6M | -6.0% | +10.3% | -16.4% | -13.7% |
| YTD | -5.6% | +24.3% | -29.9% | -21.6% |
| 1Y | +38.0% | +20.4% | +17.6% | +14.0% |
| All | +38.0% | +19.5% | +18.5% | +14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling