+231.5%
RKLB vs BHP
+112.0%
+119.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.3% | +3.6% | +1.7% |
| 7D | -2.9% | -3.7% | +0.8% | -0.6% |
| 30D | -22.6% | -0.8% | -21.7% | -22.5% |
| 3M | -41.0% | +7.6% | -48.6% | -43.7% |
| 6M | -10.1% | +20.8% | -30.9% | -19.0% |
| YTD | -11.2% | +50.8% | -61.9% | -29.0% |
| 1Y | +34.2% | +70.9% | -36.7% | +0.9% |
| 3Y | +899.4% | +78.0% | +821.3% | +616.2% |
| 5Y | +231.5% | +113.1% | +118.4% | +124.6% |
| All | +231.5% | +112.0% | +119.5% | +124.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling