+1,008.0%
BE vs RKLB
+575.6%
+432.4%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.5% | +7.1% | +8.7% |
| 7D | +29.8% | +5.3% | +24.4% | +27.3% |
| 30D | +26.4% | -20.5% | +46.9% | +38.1% |
| 3M | +9.3% | -42.0% | +51.4% | +33.0% |
| 6M | +105.1% | -6.0% | +111.1% | +97.4% |
| YTD | +219.0% | -5.6% | +224.6% | +207.0% |
| 1Y | +418.8% | +38.0% | +380.7% | +328.9% |
| 3Y | +1,784.6% | +962.4% | +822.1% | +529.1% |
| 5Y | +1,251.0% | +336.5% | +914.5% | +375.3% |
| All | +1,008.0% | +575.6% | +432.4% | +391.4% |
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 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