+36.0%
RKLB vs BEN
+65.1%
-29.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.5% |
| 7D | +15.9% | +6.8% | +9.2% | +6.9% |
| 30D | +4.0% | +18.0% | -14.0% | -14.9% |
| 3M | -23.2% | +7.5% | -30.6% | -29.5% |
| 6M | -50.4% | +14.7% | -65.1% | -57.9% |
| YTD | -11.8% | +56.1% | -67.9% | -49.3% |
| 1Y | +36.0% | +69.6% | -33.6% | -31.3% |
| All | +36.0% | +65.1% | -29.1% | -31.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling