+557.5%
RKLB vs BBWI
-26.5%
+584.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -2.0% |
| 7D | +39.3% | -4.5% | +43.8% | +41.6% |
| 30D | -0.2% | +17.1% | -17.3% | -7.0% |
| 3M | -21.1% | +17.5% | -38.5% | -27.6% |
| 6M | -45.5% | +12.8% | -58.3% | -49.7% |
| YTD | -8.2% | +8.2% | -16.3% | -15.0% |
| 1Y | +28.2% | -1.8% | +30.0% | +21.7% |
| 3Y | +1,366.1% | -25.8% | +1,391.9% | +1,343.5% |
| 5Y | +345.9% | -68.0% | +413.9% | +456.4% |
| All | +557.5% | -26.5% | +584.0% | +612.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling