+547.3%
RKLB vs BIL
+19.3%
+527.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | 0.0% | +0.1% | -0.1% | +0.1% |
| 30D | -21.2% | +0.3% | -21.5% | -20.7% |
| 3M | -41.7% | +0.9% | -42.6% | -40.3% |
| 6M | -11.8% | +1.8% | -13.6% | -8.7% |
| YTD | -9.6% | +2.5% | -12.0% | -7.4% |
| 1Y | +34.1% | +3.7% | +30.4% | +37.4% |
| 3Y | +917.3% | +14.1% | +903.2% | +1,141.3% |
| 5Y | +204.4% | +19.4% | +185.0% | +230.2% |
| All | +547.3% | +19.3% | +527.9% | +581.0% |
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