+578.9%
RKLB vs BN
+98.4%
+480.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +6.2% |
| 7D | +26.3% | -2.4% | +28.7% | +29.6% |
| 30D | +0.7% | +13.5% | -12.9% | -11.9% |
| 3M | -17.3% | -5.9% | -11.4% | -13.5% |
| 6M | -43.6% | -8.9% | -34.7% | -39.0% |
| YTD | -5.2% | -7.9% | +2.7% | +0.8% |
| 1Y | +29.1% | -8.3% | +37.4% | +38.6% |
| 3Y | +1,413.7% | +100.8% | +1,313.0% | +719.3% |
| 5Y | +364.9% | +38.2% | +326.6% | +232.7% |
| All | +578.9% | +98.4% | +480.5% | +319.6% |
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