+302.3%
RKLB vs BKR
+174.4%
+127.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.7% | +4.9% | +1.0% |
| 7D | -2.9% | -6.7% | +3.8% | -0.1% |
| 30D | -22.6% | -8.3% | -14.2% | -19.7% |
| 3M | -41.0% | -5.4% | -35.6% | -39.8% |
| 6M | -10.1% | +0.8% | -10.9% | -10.8% |
| YTD | -11.2% | +31.8% | -43.0% | -21.4% |
| 1Y | +34.2% | +28.6% | +5.6% | +19.2% |
| 3Y | +899.4% | +71.2% | +828.1% | +685.7% |
| All | +302.3% | +174.4% | +127.9% | +206.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 BKR 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