+933.1%
BE vs RKLB
+535.5%
+397.6%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.8% | -2.2% | -3.3% |
| 7D | +9.7% | -2.9% | +12.6% | +11.1% |
| 30D | +22.4% | -22.6% | +44.9% | +35.1% |
| 3M | +10.4% | -41.0% | +51.4% | +33.5% |
| 6M | +67.9% | -10.1% | +78.0% | +64.4% |
| YTD | +197.5% | -11.2% | +208.7% | +193.2% |
| 1Y | +310.6% | +34.2% | +276.4% | +243.9% |
| 3Y | +1,657.2% | +899.4% | +757.9% | +500.7% |
| 5Y | +1,218.2% | +231.5% | +986.6% | +390.8% |
| All | +933.1% | +535.5% | +397.6% | +369.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded RKLB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling