+204.4%
RKLB vs BEN
+40.0%
+164.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.7% | -2.9% |
| 7D | 0.0% | +3.4% | -3.4% | -2.9% |
| 30D | -21.2% | +1.8% | -23.0% | -22.5% |
| 3M | -41.7% | +8.4% | -50.1% | -45.5% |
| 6M | -11.8% | +35.6% | -47.4% | -30.6% |
| YTD | -9.6% | +46.4% | -56.0% | -33.7% |
| 1Y | +34.1% | +46.3% | -12.2% | -1.6% |
| 3Y | +917.3% | +54.6% | +862.6% | +592.1% |
| 5Y | +204.4% | +39.4% | +165.0% | +104.9% |
| All | +204.4% | +40.0% | +164.4% | +104.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling