+707.1%
BE vs RKLB
+557.1%
+149.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -3.1% | -0.5% | -2.3% |
| 7D | +20.5% | +39.3% | -18.8% | +5.3% |
| 30D | -23.4% | -0.2% | -23.1% | -22.9% |
| 3M | -14.9% | -21.1% | +6.2% | -6.4% |
| 6M | -28.1% | -45.5% | +17.4% | -11.1% |
| YTD | +132.4% | -8.2% | +140.6% | +126.8% |
| 1Y | +59.4% | +28.2% | +31.1% | +37.7% |
| 3Y | +1,815.8% | +1,366.1% | +449.7% | +475.0% |
| 5Y | +491.3% | +345.9% | +145.4% | +113.7% |
| All | +707.1% | +557.1% | +149.9% | +263.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling