+557.5%
RKLB vs CPB
-43.5%
+601.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.1% | -3.5% |
| 7D | +39.3% | -5.8% | +45.1% | +36.9% |
| 30D | -0.2% | +16.5% | -16.7% | +5.0% |
| 3M | -21.1% | -1.1% | -20.0% | -20.2% |
| 6M | -45.5% | +11.5% | -57.0% | -42.8% |
| YTD | -8.2% | -15.7% | +7.6% | -9.3% |
| 1Y | +28.2% | -24.7% | +52.9% | +23.7% |
| 3Y | +1,366.1% | -37.3% | +1,403.4% | +1,274.9% |
| 5Y | +345.9% | -35.0% | +380.9% | +337.8% |
| All | +557.5% | -43.5% | +601.1% | +544.5% |
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