+231.5%
RKLB vs BMY
+22.8%
+208.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.6% |
| 7D | -2.9% | -6.4% | +3.5% | -2.2% |
| 30D | -22.6% | +0.2% | -22.8% | -22.6% |
| 3M | -41.0% | +16.0% | -57.0% | -42.1% |
| 6M | -10.1% | +8.3% | -18.4% | -11.1% |
| YTD | -11.2% | +22.2% | -33.4% | -13.3% |
| 1Y | +34.2% | +41.7% | -7.5% | +29.3% |
| 3Y | +899.4% | +20.7% | +878.6% | +862.8% |
| 5Y | +231.5% | +23.9% | +207.6% | +250.1% |
| All | +231.5% | +22.8% | +208.7% | +250.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling