+343.2%
RKLB vs CP
+32.0%
+311.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | -0.2% | -2.7% | +2.5% | +1.6% |
| 30D | -14.1% | +0.2% | -14.3% | -14.2% |
| 3M | -46.4% | +2.6% | -49.0% | -47.9% |
| 6M | -10.6% | +6.0% | -16.6% | -14.9% |
| YTD | -7.9% | +24.9% | -32.8% | -22.3% |
| 1Y | +49.5% | +20.1% | +29.4% | +29.9% |
| 3Y | +913.6% | +16.4% | +897.2% | +780.0% |
| All | +343.2% | +32.0% | +311.1% | +301.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling