+336.5%
RKLB vs CPB
-38.5%
+375.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +3.1% |
| 7D | +5.3% | -8.2% | +13.5% | +2.5% |
| 30D | -20.5% | -5.6% | -14.9% | -21.8% |
| 3M | -42.0% | +3.0% | -45.0% | -40.9% |
| 6M | -6.0% | -12.7% | +6.7% | -8.7% |
| YTD | -5.6% | -18.0% | +12.4% | -9.4% |
| 1Y | +38.0% | -31.7% | +69.7% | +26.5% |
| 3Y | +962.4% | -41.0% | +1,003.4% | +847.3% |
| 5Y | +336.5% | -38.4% | +374.9% | +322.7% |
| All | +336.5% | -38.5% | +375.0% | +322.7% |
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