+546.0%
RKLB vs BEN
+104.8%
+441.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -3.1% | +1.1% | +0.5% |
| 30D | -22.4% | +0.2% | -22.6% | -22.7% |
| 3M | -45.2% | +6.8% | -52.0% | -47.9% |
| 6M | -12.5% | +38.1% | -50.6% | -30.4% |
| YTD | -9.8% | +44.3% | -54.1% | -31.0% |
| 1Y | +30.0% | +42.6% | -12.6% | +0.4% |
| 3Y | +942.2% | +52.3% | +889.9% | +649.2% |
| 5Y | +236.8% | +37.6% | +199.2% | +149.3% |
| All | +546.0% | +104.8% | +441.3% | +335.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling