+30.0%
RKLB vs BEN
+45.3%
-15.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -3.1% | +1.1% | +1.6% |
| 30D | -22.4% | +0.2% | -22.6% | -22.8% |
| 3M | -45.2% | +6.8% | -52.0% | -49.2% |
| 6M | -12.5% | +38.1% | -50.6% | -36.2% |
| YTD | -9.8% | +44.3% | -54.1% | -37.8% |
| 1Y | +30.0% | +42.6% | -12.6% | -7.3% |
| All | +30.0% | +45.3% | -15.3% | -7.3% |
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