-7.4%
RKLB vs BHP
+53.4%
-60.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.4% | -6.7% |
| 7D | -10.6% | -2.5% | -8.1% | -8.2% |
| 30D | -28.3% | -7.7% | -20.6% | -21.5% |
| 3M | -29.7% | -6.4% | -23.3% | -25.4% |
| 6M | -34.8% | +5.2% | -40.0% | -40.2% |
| YTD | -24.9% | +38.3% | -63.2% | -54.2% |
| 1Y | -7.4% | +53.4% | -60.8% | -51.9% |
| All | -7.4% | +53.4% | -60.9% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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