+204.4%
RKLB vs BB
-25.5%
+229.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.7% | -3.5% |
| 7D | 0.0% | +1.8% | -1.9% | -0.9% |
| 30D | -21.2% | -12.2% | -9.0% | -16.4% |
| 3M | -41.7% | -12.3% | -29.4% | -38.9% |
| 6M | -11.8% | +122.7% | -134.5% | -42.2% |
| YTD | -9.6% | +104.5% | -114.1% | -38.5% |
| 1Y | +34.1% | +106.7% | -72.6% | -11.5% |
| 3Y | +917.3% | +70.0% | +847.3% | +573.2% |
| 5Y | +204.4% | -27.8% | +232.2% | +166.5% |
| All | +204.4% | -25.5% | +229.9% | +166.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling