+576.0%
RKLB vs BHP
+162.5%
+413.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.5% |
| 7D | +5.3% | +1.3% | +4.1% | +4.5% |
| 30D | -20.5% | +4.0% | -24.4% | -22.5% |
| 3M | -42.0% | +12.3% | -54.3% | -45.7% |
| 6M | -6.0% | +30.8% | -36.9% | -18.1% |
| YTD | -5.6% | +58.8% | -64.3% | -25.1% |
| 1Y | +38.0% | +76.8% | -38.8% | +4.4% |
| 3Y | +962.4% | +87.5% | +875.0% | +665.5% |
| 5Y | +336.5% | +123.9% | +212.6% | +198.5% |
| All | +576.0% | +162.5% | +413.5% | +388.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling