+559.5%
RKLB vs BEN
+111.3%
+448.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | -2.1% |
| 7D | -0.2% | +0.2% | -0.4% | -0.5% |
| 30D | -14.1% | -0.5% | -13.6% | -14.0% |
| 3M | -46.4% | +9.7% | -56.2% | -50.1% |
| 6M | -10.6% | +33.9% | -44.5% | -27.5% |
| YTD | -7.9% | +49.0% | -56.9% | -31.3% |
| 1Y | +49.5% | +42.1% | +7.4% | +15.3% |
| 3Y | +913.6% | +51.9% | +861.7% | +627.1% |
| 5Y | +375.3% | +39.0% | +336.3% | +245.4% |
| All | +559.5% | +111.3% | +448.1% | +333.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling