-7.4%
RKLB vs BDX
+54.0%
-61.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.6% | -9.3% | -2.5% |
| 7D | -10.6% | +7.2% | -17.8% | -9.2% |
| 30D | -28.3% | +15.8% | -44.1% | -26.1% |
| 3M | -29.7% | +23.7% | -53.4% | -27.0% |
| 6M | -34.8% | +44.8% | -79.6% | -33.6% |
| YTD | -24.9% | +39.8% | -64.7% | -22.9% |
| 1Y | -7.4% | +52.3% | -59.8% | -8.4% |
| All | -7.4% | +54.0% | -61.4% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 1y: compounded portfolio wealth divided by compounded BDX 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…
1y analysis · Full analysis span regression · 6 months rolling