+667.3%
BE vs RKLB
+531.1%
+136.3%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.0% | -1.0% | -3.3% |
| 7D | +10.8% | +15.9% | -5.1% | +4.6% |
| 30D | -19.8% | +4.0% | -23.8% | -20.7% |
| 3M | -18.7% | -23.2% | +4.5% | -9.6% |
| 6M | -33.7% | -50.4% | +16.7% | -15.0% |
| YTD | +121.0% | -11.8% | +132.8% | +119.3% |
| 1Y | +85.4% | +36.0% | +49.4% | +56.4% |
| 3Y | +1,709.5% | +1,321.0% | +388.5% | +450.3% |
| 5Y | +462.2% | +328.2% | +134.0% | +106.5% |
| All | +667.3% | +531.1% | +136.3% | +251.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling