+547.3%
RKLB vs BNS
+149.7%
+397.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.5% |
| 7D | 0.0% | -1.3% | +1.2% | +1.2% |
| 30D | -21.2% | +4.0% | -25.2% | -24.7% |
| 3M | -41.7% | +13.8% | -55.5% | -49.4% |
| 6M | -11.8% | +32.7% | -44.4% | -34.1% |
| YTD | -9.6% | +27.6% | -37.2% | -30.0% |
| 1Y | +34.1% | +47.4% | -13.3% | -10.6% |
| 3Y | +917.3% | +129.0% | +788.3% | +335.1% |
| 5Y | +204.4% | +92.7% | +111.7% | +59.1% |
| All | +547.3% | +149.7% | +397.6% | +222.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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