+217.9%
RKLB vs BN
+35.8%
+182.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.6% | +5.1% | +5.2% |
| 7D | +5.3% | -1.2% | +6.5% | +6.5% |
| 30D | -20.5% | -10.9% | -9.6% | -10.8% |
| 3M | -42.0% | -11.1% | -31.0% | -35.1% |
| 6M | -6.0% | -4.4% | -1.7% | -1.3% |
| YTD | -5.6% | -14.1% | +8.6% | +9.3% |
| 1Y | +38.0% | -11.1% | +49.1% | +54.5% |
| 3Y | +962.4% | +75.6% | +886.9% | +514.4% |
| All | +217.9% | +35.8% | +182.1% | +140.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling