+547.3%
RKLB vs CPB
-44.7%
+592.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.8% | -4.1% |
| 7D | 0.0% | -8.0% | +7.9% | -2.2% |
| 30D | -21.2% | -2.4% | -18.8% | -21.5% |
| 3M | -41.7% | +0.5% | -42.3% | -41.1% |
| 6M | -11.8% | -10.5% | -1.3% | -13.2% |
| YTD | -9.6% | -17.5% | +7.9% | -12.3% |
| 1Y | +34.1% | -31.0% | +65.1% | +25.7% |
| 3Y | +917.3% | -40.6% | +957.9% | +832.9% |
| 5Y | +204.4% | -37.7% | +242.1% | +192.5% |
| All | +547.3% | -44.7% | +592.0% | +523.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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