+546.0%
RKLB vs BBY
+0.4%
+545.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.2% |
| 7D | -2.0% | +0.6% | -2.6% | -2.3% |
| 30D | -22.4% | +9.4% | -31.8% | -26.0% |
| 3M | -45.2% | +19.3% | -64.5% | -50.5% |
| 6M | -12.5% | +47.9% | -60.4% | -29.9% |
| YTD | -9.8% | +39.6% | -49.3% | -26.1% |
| 1Y | +30.0% | +22.2% | +7.8% | +13.7% |
| 3Y | +942.2% | +45.0% | +897.2% | +678.1% |
| 5Y | +236.8% | +2.6% | +234.2% | +184.7% |
| All | +546.0% | +0.4% | +545.6% | +407.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 10y: compounded portfolio wealth divided by compounded BBY 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…
10y analysis · Full analysis span regression · 6 months rolling