+546.0%
RKLB vs BB
+33.6%
+512.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.1% |
| 7D | -2.0% | -0.4% | -1.6% | -1.9% |
| 30D | -22.4% | -12.5% | -9.9% | -19.3% |
| 3M | -45.2% | -17.4% | -27.7% | -42.2% |
| 6M | -12.5% | +119.1% | -131.7% | -31.5% |
| YTD | -9.8% | +102.4% | -112.1% | -27.7% |
| 1Y | +30.0% | +98.2% | -68.2% | +3.4% |
| 3Y | +942.2% | +46.9% | +895.3% | +755.6% |
| 5Y | +236.8% | -26.4% | +263.2% | +188.8% |
| All | +546.0% | +33.6% | +512.4% | +460.7% |
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