+925.8%
RKLB vs BDX
-10.7%
+936.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -1.4% |
| 7D | -2.9% | -5.4% | +2.5% | -1.9% |
| 30D | -22.6% | -2.2% | -20.4% | -22.3% |
| 3M | -41.0% | +20.1% | -61.1% | -43.8% |
| 6M | -10.1% | +9.1% | -19.2% | -11.3% |
| YTD | -11.2% | +17.9% | -29.1% | -15.1% |
| 1Y | +34.2% | +22.1% | +12.1% | +26.9% |
| All | +925.8% | -10.7% | +936.5% | +1,000.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling