+547.3%
RKLB vs BG
+137.2%
+410.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -3.9% | -4.2% |
| 7D | 0.0% | +0.5% | -0.6% | -0.2% |
| 30D | -21.2% | +10.3% | -31.5% | -22.9% |
| 3M | -41.7% | -1.9% | -39.8% | -41.6% |
| 6M | -11.8% | +5.2% | -17.0% | -13.5% |
| YTD | -9.6% | +41.2% | -50.7% | -17.3% |
| 1Y | +34.1% | +50.5% | -16.4% | +19.9% |
| 3Y | +917.3% | +19.9% | +897.4% | +859.2% |
| 5Y | +204.4% | +86.7% | +117.7% | +149.6% |
| All | +547.3% | +137.2% | +410.0% | +415.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling