+1,146.5%
RKLB vs CRBG
+117.3%
+1,029.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.6% |
| 7D | -2.0% | +0.6% | -2.6% | -2.5% |
| 30D | -22.4% | +2.6% | -25.1% | -24.1% |
| 3M | -45.2% | +24.0% | -69.2% | -53.6% |
| 6M | -12.5% | +50.5% | -63.0% | -35.8% |
| YTD | -9.8% | +17.1% | -26.9% | -21.7% |
| 1Y | +30.0% | +5.9% | +24.1% | +21.7% |
| 3Y | +942.2% | +122.7% | +819.5% | +513.0% |
| All | +1,146.5% | +117.3% | +1,029.2% | +678.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 CRBG 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