+255.2%
RKLB vs CP
+24.4%
+230.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.7% | +17.1% | +16.6% |
| 7D | -3.0% | +2.8% | -5.8% | -5.3% |
| 30D | -26.2% | +10.2% | -36.4% | -31.8% |
| 3M | -29.9% | +2.4% | -32.2% | -31.5% |
| 6M | -37.3% | +7.7% | -45.0% | -41.6% |
| YTD | -23.9% | +26.0% | -49.9% | -37.9% |
| 1Y | +7.0% | +34.6% | -27.7% | -16.7% |
| 3Y | +1,120.0% | +26.7% | +1,093.3% | +868.5% |
| All | +255.2% | +24.4% | +230.9% | +166.8% |
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