+559.5%
RKLB vs BBWI
-31.9%
+591.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | -0.4% |
| 7D | -0.2% | +1.5% | -1.7% | -0.8% |
| 30D | -14.1% | -5.2% | -8.9% | -12.9% |
| 3M | -46.4% | +11.1% | -57.5% | -49.6% |
| 6M | -10.6% | -13.4% | +2.7% | -7.6% |
| YTD | -7.9% | +0.1% | -8.0% | -10.8% |
| 1Y | +49.5% | -36.1% | +85.6% | +70.4% |
| 3Y | +913.6% | -44.1% | +957.7% | +1,037.5% |
| 5Y | +375.3% | -66.2% | +441.5% | +508.6% |
| All | +559.5% | -31.9% | +591.4% | +648.1% |
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