+547.3%
RKLB vs CRL
+19.9%
+527.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.9% |
| 7D | 0.0% | -4.6% | +4.5% | +1.8% |
| 30D | -21.2% | +0.5% | -21.7% | -21.5% |
| 3M | -41.7% | +46.6% | -88.3% | -50.9% |
| 6M | -11.8% | +57.3% | -69.0% | -29.2% |
| YTD | -9.6% | +39.5% | -49.1% | -24.0% |
| 1Y | +34.1% | +76.9% | -42.8% | +0.3% |
| 3Y | +917.3% | +39.4% | +877.9% | +693.8% |
| 5Y | +204.4% | -37.2% | +241.6% | +210.7% |
| All | +547.3% | +19.9% | +527.3% | +462.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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