+942.2%
RKLB vs BNY
+287.0%
+655.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.5% |
| 7D | -2.0% | -1.3% | -0.7% | -0.5% |
| 30D | -22.4% | -0.2% | -22.3% | -22.5% |
| 3M | -45.2% | +14.9% | -60.1% | -54.6% |
| 6M | -12.5% | +40.0% | -52.5% | -43.4% |
| YTD | -9.8% | +42.0% | -51.7% | -43.3% |
| 1Y | +30.0% | +56.9% | -26.9% | -27.5% |
| 3Y | +942.2% | +289.9% | +652.4% | +88.7% |
| All | +942.2% | +287.0% | +655.2% | +88.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling