-7.4%
RKLB vs BNY
+45.2%
-52.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.3% | -6.1% | -6.0% |
| 7D | -10.6% | +2.8% | -13.4% | -13.0% |
| 30D | -28.3% | +6.7% | -35.0% | -32.6% |
| 3M | -29.7% | -2.2% | -27.5% | -28.5% |
| 6M | -34.8% | +16.8% | -51.6% | -48.2% |
| YTD | -24.9% | +33.9% | -58.8% | -54.0% |
| 1Y | -7.4% | +43.9% | -51.3% | -51.7% |
| All | -7.4% | +45.2% | -52.6% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling