+559.5%
RKLB vs BIL
+19.3%
+540.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.8% |
| 7D | -0.2% | +0.1% | -0.3% | 0.0% |
| 30D | -14.1% | +0.3% | -14.4% | -13.4% |
| 3M | -46.4% | +0.9% | -47.4% | -45.0% |
| 6M | -10.6% | +1.8% | -12.5% | -7.6% |
| YTD | -7.9% | +2.4% | -10.3% | -5.7% |
| 1Y | +49.5% | +3.7% | +45.7% | +53.3% |
| 3Y | +913.6% | +14.2% | +899.4% | +1,141.6% |
| 5Y | +375.3% | +19.4% | +355.9% | +418.8% |
| All | +559.5% | +19.3% | +540.2% | +598.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling