+942.2%
RKLB vs BBY
+42.8%
+899.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.5% |
| 7D | -2.0% | +0.6% | -2.6% | -2.2% |
| 30D | -22.4% | +9.4% | -31.8% | -25.2% |
| 3M | -45.2% | +19.3% | -64.5% | -49.4% |
| 6M | -12.5% | +47.9% | -60.4% | -26.8% |
| YTD | -9.8% | +39.6% | -49.3% | -23.0% |
| 1Y | +30.0% | +22.2% | +7.8% | +17.7% |
| 3Y | +942.2% | +45.0% | +897.2% | +725.4% |
| All | +942.2% | +42.8% | +899.4% | +725.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling