+444.6%
RKLB vs CVE
+461.5%
-16.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.6% | +16.0% | +15.5% |
| 7D | -3.0% | -16.1% | +13.1% | +1.1% |
| 30D | -26.2% | -10.4% | -15.8% | -24.5% |
| 3M | -29.9% | -2.4% | -27.5% | -29.8% |
| 6M | -37.3% | -4.4% | -32.9% | -37.3% |
| YTD | -23.9% | +64.9% | -88.9% | -34.1% |
| 1Y | +7.0% | +66.0% | -59.1% | -7.5% |
| 3Y | +1,120.0% | +57.7% | +1,062.3% | +936.1% |
| 5Y | +242.2% | +144.7% | +97.4% | +182.0% |
| All | +444.6% | +461.5% | -16.8% | +347.8% |
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