+976.3%
BE vs RKLB
+546.9%
+429.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.3% | +1.4% | -1.2% |
| 7D | +23.9% | 0.0% | +24.0% | +24.1% |
| 30D | +27.8% | -21.2% | +49.0% | +40.2% |
| 3M | +3.7% | -41.7% | +45.5% | +26.1% |
| 6M | +78.0% | -11.8% | +89.7% | +75.4% |
| YTD | +209.9% | -9.6% | +219.5% | +203.2% |
| 1Y | +389.6% | +34.1% | +355.5% | +309.6% |
| 3Y | +1,730.6% | +917.3% | +813.3% | +521.4% |
| 5Y | +1,227.8% | +204.4% | +1,023.4% | +396.9% |
| All | +976.3% | +546.9% | +429.4% | +385.4% |
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