+1,120.0%
RKLB vs CVE
+53.7%
+1,066.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.6% | +16.0% | +15.6% |
| 7D | -3.0% | -16.1% | +13.1% | +2.4% |
| 30D | -26.2% | -10.4% | -15.8% | -23.9% |
| 3M | -29.9% | -2.4% | -27.5% | -29.9% |
| 6M | -37.3% | -4.4% | -32.9% | -37.4% |
| YTD | -23.9% | +64.9% | -88.9% | -39.7% |
| 1Y | +7.0% | +66.0% | -59.1% | -15.5% |
| 3Y | +1,120.0% | +57.7% | +1,062.3% | +777.6% |
| All | +1,120.0% | +53.7% | +1,066.3% | +777.6% |
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