+204.4%
RKLB vs BBWI
-68.8%
+273.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -6.3% | +2.0% | -1.6% |
| 7D | 0.0% | -4.4% | +4.4% | +1.8% |
| 30D | -21.2% | -7.4% | -13.8% | -19.3% |
| 3M | -41.7% | -2.2% | -39.5% | -42.4% |
| 6M | -11.8% | -16.3% | +4.5% | -7.2% |
| YTD | -9.6% | -9.1% | -0.5% | -9.2% |
| 1Y | +34.1% | -34.5% | +68.6% | +53.3% |
| 3Y | +917.3% | -47.0% | +964.2% | +1,065.6% |
| 5Y | +204.4% | -68.8% | +273.2% | +376.9% |
| All | +204.4% | -68.8% | +273.2% | +376.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling