+336.5%
RKLB vs BIL
+19.4%
+317.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.3% | +0.1% | +5.2% | +5.4% |
| 30D | -20.5% | +0.3% | -20.8% | -20.2% |
| 3M | -42.0% | +0.9% | -42.9% | -41.3% |
| 6M | -6.0% | +1.8% | -7.9% | -5.1% |
| YTD | -5.6% | +2.5% | -8.0% | -6.8% |
| 1Y | +38.0% | +3.7% | +34.3% | +33.2% |
| 3Y | +962.4% | +14.1% | +948.3% | +723.9% |
| 5Y | +336.5% | +19.4% | +317.1% | +79.4% |
| All | +336.5% | +19.4% | +317.1% | +79.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling