+531.5%
RKLB vs BIL
+20.2%
+511.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -3.9% |
| 7D | +15.9% | +0.1% | +15.9% | +16.0% |
| 30D | +4.0% | +0.3% | +3.6% | +4.7% |
| 3M | -23.2% | +1.0% | -24.1% | -21.6% |
| 6M | -50.4% | +1.9% | -52.3% | -48.3% |
| YTD | -11.8% | +3.2% | -15.0% | -8.4% |
| 1Y | +36.0% | +3.7% | +32.3% | +41.1% |
| 3Y | +1,321.0% | +13.8% | +1,307.2% | +1,619.7% |
| 5Y | +328.2% | +20.3% | +307.9% | +373.6% |
| All | +531.5% | +20.2% | +511.3% | +576.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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