+407.3%
RKLB vs CPNG
-76.2%
+483.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.3% |
| 7D | -2.0% | -1.1% | -0.9% | -1.6% |
| 30D | -22.4% | -7.4% | -15.1% | -20.3% |
| 3M | -45.2% | -12.3% | -32.8% | -42.2% |
| 6M | -12.5% | -19.4% | +6.9% | -5.9% |
| YTD | -9.8% | -35.9% | +26.1% | +6.5% |
| 1Y | +30.0% | -53.4% | +83.4% | +75.3% |
| 3Y | +942.2% | -20.0% | +962.2% | +1,012.3% |
| 5Y | +236.8% | -49.6% | +286.4% | +250.7% |
| All | +407.3% | -76.2% | +483.4% | +465.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 CPNG 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