+559.5%
RKLB vs BN
+89.8%
+469.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.0% |
| 7D | -0.2% | -2.5% | +2.3% | +2.2% |
| 30D | -14.1% | -9.5% | -4.6% | -5.7% |
| 3M | -46.4% | -10.4% | -36.0% | -40.7% |
| 6M | -10.6% | -6.4% | -4.3% | -4.4% |
| YTD | -7.9% | -11.9% | +4.0% | +3.4% |
| 1Y | +49.5% | -8.6% | +58.1% | +62.6% |
| 3Y | +913.6% | +77.6% | +836.0% | +516.7% |
| 5Y | +375.3% | +37.0% | +338.3% | +255.0% |
| All | +559.5% | +89.8% | +469.7% | +330.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling