+546.0%
RKLB vs BMY
+29.0%
+517.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -2.0% | -4.8% | +2.7% | -1.5% |
| 30D | -22.4% | -0.1% | -22.4% | -22.5% |
| 3M | -45.2% | +13.1% | -58.3% | -46.0% |
| 6M | -12.5% | +8.4% | -20.9% | -13.5% |
| YTD | -9.8% | +22.0% | -31.7% | -11.8% |
| 1Y | +30.0% | +40.3% | -10.3% | +25.6% |
| 3Y | +942.2% | +20.5% | +921.7% | +907.2% |
| 5Y | +236.8% | +23.7% | +213.1% | +243.7% |
| All | +546.0% | +29.0% | +517.0% | +525.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling