+1,658.4%
RKLB vs BOXX
+18.5%
+1,639.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.2% |
| 7D | -2.0% | +0.1% | -2.1% | -2.5% |
| 30D | -22.4% | +0.3% | -22.8% | -24.5% |
| 3M | -45.2% | +1.0% | -46.2% | -50.4% |
| 6M | -12.5% | +1.9% | -14.5% | -29.5% |
| YTD | -9.8% | +2.7% | -12.4% | -33.5% |
| 1Y | +30.0% | +4.0% | +25.9% | -16.7% |
| 3Y | +942.2% | +14.7% | +927.6% | +388.4% |
| All | +1,658.4% | +18.5% | +1,639.9% | +732.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 5y: compounded portfolio wealth divided by compounded BOXX 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…
5y analysis · Full analysis span regression · 6 months rolling