-7.4%
RKLB vs BG
+7.2%
-14.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.4% | -6.2% | -3.7% |
| 7D | -10.6% | -3.8% | -6.9% | -10.7% |
| 30D | -28.3% | -9.6% | -18.7% | -28.3% |
| 3M | -29.7% | -8.5% | -21.2% | -29.8% |
| 6M | -34.8% | -23.0% | -11.7% | -33.1% |
| YTD | -24.9% | +10.9% | -35.8% | -25.3% |
| 1Y | -7.4% | +6.0% | -13.4% | -11.0% |
| All | -7.4% | +7.2% | -14.6% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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