+531.5%
RKLB vs BEN
+121.4%
+410.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.3% |
| 7D | +15.9% | +6.8% | +9.2% | +10.3% |
| 30D | +4.0% | +18.0% | -14.0% | -8.3% |
| 3M | -23.2% | +7.5% | -30.6% | -27.0% |
| 6M | -50.4% | +14.7% | -65.1% | -54.9% |
| YTD | -11.8% | +56.1% | -67.9% | -36.2% |
| 1Y | +36.0% | +69.6% | -33.6% | -7.1% |
| 3Y | +1,321.0% | +87.7% | +1,233.3% | +779.8% |
| 5Y | +328.2% | +28.6% | +299.5% | +215.3% |
| All | +531.5% | +121.4% | +410.0% | +302.4% |
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