+531.5%
RKLB vs BB
+55.1%
+476.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.4% | -1.6% | -3.2% |
| 7D | +15.9% | +1.8% | +14.1% | +15.5% |
| 30D | +4.0% | +8.1% | -4.2% | +1.6% |
| 3M | -23.2% | -1.0% | -22.2% | -23.0% |
| 6M | -50.4% | +45.9% | -96.3% | -56.4% |
| YTD | -11.8% | +134.8% | -146.6% | -32.6% |
| 1Y | +36.0% | +104.6% | -68.6% | +7.4% |
| 3Y | +1,321.0% | +152.8% | +1,168.2% | +924.2% |
| 5Y | +328.2% | -17.4% | +345.6% | +251.7% |
| All | +531.5% | +55.1% | +476.4% | +423.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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