-7.4%
RKLB vs BMY
+45.9%
-53.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.0% | -7.8% | -4.0% |
| 7D | -10.6% | +6.0% | -16.6% | -11.1% |
| 30D | -28.3% | +9.1% | -37.4% | -29.0% |
| 3M | -29.7% | -2.6% | -27.1% | -28.7% |
| 6M | -34.8% | +13.1% | -47.9% | -36.7% |
| YTD | -24.9% | +23.0% | -48.0% | -28.4% |
| 1Y | -7.4% | +45.6% | -53.0% | -18.5% |
| All | -7.4% | +45.9% | -53.3% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 1y: compounded portfolio wealth divided by compounded BMY 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…
1y analysis · Full analysis span regression · 6 months rolling