+559.5%
RKLB vs CPB
-46.0%
+605.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | -0.2% |
| 7D | -0.2% | -8.6% | +8.4% | -2.5% |
| 30D | -14.1% | -7.2% | -6.9% | -15.7% |
| 3M | -46.4% | +0.9% | -47.3% | -45.8% |
| 6M | -10.6% | -11.8% | +1.2% | -12.4% |
| YTD | -7.9% | -19.4% | +11.5% | -11.2% |
| 1Y | +49.5% | -30.4% | +79.9% | +40.1% |
| 3Y | +913.6% | -40.2% | +953.7% | +828.2% |
| 5Y | +375.3% | -39.5% | +414.8% | +354.2% |
| All | +559.5% | -46.0% | +605.5% | +531.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling