+330.6%
RKLB vs BMY
+30.5%
+300.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.8% | -5.7% | -4.1% |
| 7D | +15.9% | +2.1% | +13.9% | +15.8% |
| 30D | +4.0% | +7.0% | -3.0% | +3.3% |
| 3M | -23.2% | -0.9% | -22.3% | -23.1% |
| 6M | -50.4% | +14.9% | -65.4% | -51.2% |
| YTD | -11.8% | +22.8% | -34.6% | -13.6% |
| 1Y | +36.0% | +36.2% | -0.3% | +32.0% |
| 3Y | +1,321.0% | +45.7% | +1,275.3% | +1,264.1% |
| All | +330.6% | +30.5% | +300.1% | +416.7% |
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