+557.5%
RKLB vs BB
+58.9%
+498.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.0% | -0.2% | -2.2% |
| 7D | +39.3% | +9.0% | +30.4% | +35.9% |
| 30D | -0.2% | +7.7% | -7.9% | -2.4% |
| 3M | -21.1% | +4.0% | -25.1% | -22.1% |
| 6M | -45.5% | +46.6% | -92.1% | -52.2% |
| YTD | -8.2% | +140.6% | -148.8% | -30.3% |
| 1Y | +28.2% | +103.1% | -74.9% | +1.5% |
| 3Y | +1,366.1% | +150.5% | +1,215.6% | +956.2% |
| 5Y | +345.9% | -15.4% | +361.3% | +263.3% |
| All | +557.5% | +58.9% | +498.6% | +440.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling