+944.2%
RKLB vs BHP
+81.6%
+862.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.5% | -4.5% |
| 7D | 0.0% | +0.9% | -0.9% | -0.8% |
| 30D | -21.2% | +4.0% | -25.2% | -24.1% |
| 3M | -41.7% | +11.3% | -53.0% | -46.6% |
| 6M | -11.8% | +29.3% | -41.1% | -26.9% |
| YTD | -9.6% | +59.2% | -68.8% | -34.7% |
| 1Y | +34.1% | +80.8% | -46.7% | -9.8% |
| All | +944.2% | +81.6% | +862.6% | +547.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling