+329.8%
RKLB vs CPB
-33.2%
+363.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.2% | +7.7% | +6.1% |
| 7D | +15.2% | +2.9% | +12.3% | +16.6% |
| 30D | -8.1% | +17.6% | -25.7% | -2.3% |
| 3M | -21.7% | +2.0% | -23.7% | -19.8% |
| 6M | -40.5% | +11.6% | -52.2% | -37.1% |
| YTD | -10.1% | -13.8% | +3.7% | -10.8% |
| 1Y | +20.8% | -21.6% | +42.4% | +17.2% |
| 3Y | +1,335.0% | -35.8% | +1,370.8% | +1,239.2% |
| 5Y | +329.8% | -33.3% | +363.1% | +392.9% |
| All | +329.8% | -33.2% | +363.0% | +392.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling