+1,335.0%
RKLB vs CVE
+68.0%
+1,267.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.3% | +6.3% | +6.4% |
| 7D | +15.2% | -10.0% | +25.2% | +19.2% |
| 30D | -8.1% | -11.9% | +3.8% | -4.6% |
| 3M | -21.7% | -5.9% | -15.7% | -20.6% |
| 6M | -40.5% | -1.6% | -39.0% | -41.2% |
| YTD | -10.1% | +66.3% | -76.4% | -29.2% |
| 1Y | +20.8% | +57.5% | -36.7% | -2.8% |
| 3Y | +1,335.0% | +65.4% | +1,269.6% | +922.1% |
| All | +1,335.0% | +68.0% | +1,267.0% | +922.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 3y: compounded portfolio wealth divided by compounded CVE 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…
3y analysis · Full analysis span regression · 6 months rolling