+30.0%
RKLB vs BDX
+22.7%
+7.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.7% |
| 7D | -2.0% | -3.2% | +1.1% | -2.3% |
| 30D | -22.4% | -2.5% | -19.9% | -22.6% |
| 3M | -45.2% | +21.4% | -66.6% | -44.9% |
| 6M | -12.5% | +10.4% | -22.9% | -6.8% |
| YTD | -9.8% | +18.8% | -28.6% | -9.7% |
| 1Y | +30.0% | +21.7% | +8.3% | +32.3% |
| All | +30.0% | +22.7% | +7.2% | +32.3% |
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