+547.3%
RKLB vs BDX
+12.8%
+534.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.6% | -4.4% |
| 7D | 0.0% | -4.1% | +4.1% | +1.1% |
| 30D | -21.2% | +0.1% | -21.3% | -21.3% |
| 3M | -41.7% | +18.3% | -60.0% | -45.2% |
| 6M | -11.8% | +10.1% | -21.9% | -14.7% |
| YTD | -9.6% | +19.4% | -29.0% | -15.7% |
| 1Y | +34.1% | +22.3% | +11.8% | +23.9% |
| 3Y | +917.3% | -9.4% | +926.6% | +950.8% |
| 5Y | +204.4% | -2.0% | +206.4% | +204.8% |
| All | +547.3% | +12.8% | +534.4% | +513.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling