+944.2%
RKLB vs BMY
+22.1%
+922.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.8% | -4.2% |
| 7D | 0.0% | -4.8% | +4.8% | +0.6% |
| 30D | -21.2% | -0.7% | -20.5% | -21.2% |
| 3M | -41.7% | +15.3% | -57.1% | -43.0% |
| 6M | -11.8% | +8.5% | -20.3% | -13.0% |
| YTD | -9.6% | +23.4% | -33.0% | -12.2% |
| 1Y | +34.1% | +42.9% | -8.8% | +28.4% |
| All | +944.2% | +22.1% | +922.1% | +958.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling