+546.0%
RKLB vs BKR
+239.2%
+306.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | -2.0% | -7.0% | +5.0% | +0.8% |
| 30D | -22.4% | -8.1% | -14.3% | -19.8% |
| 3M | -45.2% | -6.6% | -38.5% | -43.8% |
| 6M | -12.5% | +0.9% | -13.4% | -13.1% |
| YTD | -9.8% | +31.1% | -40.9% | -19.4% |
| 1Y | +30.0% | +27.7% | +2.3% | +16.5% |
| 3Y | +942.2% | +71.2% | +871.0% | +731.2% |
| 5Y | +236.8% | +177.6% | +59.2% | +133.0% |
| All | +546.0% | +239.2% | +306.8% | +350.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling