+546.0%
RKLB vs BHP
+148.7%
+397.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -3.6% | +1.6% | 0.0% |
| 30D | -22.4% | -1.2% | -21.3% | -22.2% |
| 3M | -45.2% | +1.2% | -46.4% | -45.6% |
| 6M | -12.5% | +21.4% | -33.9% | -20.5% |
| YTD | -9.8% | +50.4% | -60.2% | -26.2% |
| 1Y | +30.0% | +67.5% | -37.5% | +1.4% |
| 3Y | +942.2% | +72.8% | +869.4% | +683.6% |
| 5Y | +236.8% | +112.6% | +124.2% | +137.6% |
| All | +546.0% | +148.7% | +397.4% | +381.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling