+559.5%
RKLB vs CVE
+559.0%
+0.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.0% |
| 7D | -0.2% | +2.5% | -2.7% | -0.8% |
| 30D | -14.1% | +16.7% | -30.8% | -17.3% |
| 3M | -46.4% | +9.3% | -55.7% | -47.7% |
| 6M | -10.6% | +43.6% | -54.2% | -19.4% |
| YTD | -7.9% | +93.6% | -101.5% | -22.9% |
| 1Y | +49.5% | +98.8% | -49.3% | +24.0% |
| 3Y | +913.6% | +73.6% | +840.0% | +739.8% |
| 5Y | +375.3% | +312.5% | +62.8% | +275.1% |
| All | +559.5% | +559.0% | +0.5% | +423.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling