+330.6%
RKLB vs BEN
+28.2%
+302.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.4% |
| 7D | +15.9% | +6.8% | +9.2% | +9.3% |
| 30D | +4.0% | +18.0% | -14.0% | -10.4% |
| 3M | -23.2% | +7.5% | -30.6% | -27.8% |
| 6M | -50.4% | +14.7% | -65.1% | -55.8% |
| YTD | -11.8% | +56.1% | -67.9% | -40.2% |
| 1Y | +36.0% | +69.6% | -33.6% | -14.0% |
| 3Y | +1,321.0% | +87.7% | +1,233.3% | +679.5% |
| All | +330.6% | +28.2% | +302.3% | +195.5% |
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