+34.2%
RKLB vs BBWI
-35.0%
+69.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | -2.9% | -8.0% | +5.1% | -0.1% |
| 30D | -22.6% | -6.6% | -15.9% | -21.2% |
| 3M | -41.0% | -2.7% | -38.3% | -41.5% |
| 6M | -10.1% | -12.8% | +2.7% | -6.6% |
| YTD | -11.2% | -10.5% | -0.7% | -9.7% |
| 1Y | +34.2% | -35.3% | +69.5% | +57.0% |
| All | +34.2% | -35.0% | +69.2% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 1y: compounded portfolio wealth divided by compounded BBWI 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…
1y analysis · Full analysis span regression · 6 months rolling