+308.8%
RKLB vs BDX
-2.2%
+311.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | -2.0% | -3.2% | +1.1% | -1.2% |
| 30D | -22.4% | -2.5% | -19.9% | -22.0% |
| 3M | -45.2% | +21.4% | -66.6% | -48.8% |
| 6M | -12.5% | +10.4% | -22.9% | -15.3% |
| YTD | -9.8% | +18.8% | -28.6% | -15.5% |
| 1Y | +30.0% | +21.7% | +8.3% | +20.6% |
| 3Y | +942.2% | -10.0% | +952.2% | +982.4% |
| All | +308.8% | -2.2% | +311.0% | +293.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling