+546.0%
RKLB vs BNY
+385.7%
+160.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -1.3% | -0.7% | -0.9% |
| 30D | -22.4% | -0.2% | -22.3% | -22.4% |
| 3M | -45.2% | +14.9% | -60.1% | -51.9% |
| 6M | -12.5% | +40.0% | -52.5% | -35.1% |
| YTD | -9.8% | +42.0% | -51.7% | -34.1% |
| 1Y | +30.0% | +56.9% | -26.9% | -12.1% |
| 3Y | +942.2% | +289.9% | +652.4% | +267.2% |
| 5Y | +236.8% | +259.2% | -22.4% | +22.7% |
| All | +546.0% | +385.7% | +160.3% | +122.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling