+535.9%
RKLB vs BN
+79.2%
+456.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.5% | -0.6% |
| 7D | -2.9% | -5.9% | +3.0% | +2.9% |
| 30D | -22.6% | -15.1% | -7.5% | -9.6% |
| 3M | -41.0% | -14.6% | -26.4% | -31.6% |
| 6M | -10.1% | -8.4% | -1.7% | -1.6% |
| YTD | -11.2% | -16.8% | +5.6% | +5.3% |
| 1Y | +34.2% | -14.4% | +48.6% | +55.3% |
| 3Y | +899.4% | +70.1% | +829.3% | +535.0% |
| 5Y | +231.5% | +33.5% | +198.0% | +158.9% |
| All | +535.9% | +79.2% | +456.7% | +338.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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