+531.5%
RKLB vs BN
+93.3%
+438.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -2.4% |
| 7D | +15.9% | -1.0% | +16.9% | +17.2% |
| 30D | +4.0% | +14.0% | -10.0% | -9.5% |
| 3M | -23.2% | -9.0% | -14.2% | -17.0% |
| 6M | -50.4% | -8.8% | -41.6% | -46.4% |
| YTD | -11.8% | -10.3% | -1.5% | -3.8% |
| 1Y | +36.0% | -5.8% | +41.8% | +42.0% |
| 3Y | +1,321.0% | +94.8% | +1,226.2% | +691.7% |
| 5Y | +328.2% | +31.5% | +296.7% | +216.5% |
| All | +531.5% | +93.3% | +438.2% | +300.3% |
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