+578.9%
RKLB vs BP
+178.2%
+400.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.0% | +5.2% |
| 7D | +26.3% | -0.8% | +27.1% | +26.6% |
| 30D | +0.7% | -3.1% | +3.8% | +1.2% |
| 3M | -17.3% | +6.2% | -23.5% | -18.7% |
| 6M | -43.6% | +4.8% | -48.4% | -44.7% |
| YTD | -5.2% | +35.2% | -40.3% | -13.4% |
| 1Y | +29.1% | +27.4% | +1.7% | +19.6% |
| 3Y | +1,413.7% | +49.8% | +1,364.0% | +1,229.3% |
| 5Y | +364.9% | +109.4% | +255.5% | +294.2% |
| All | +578.9% | +178.2% | +400.7% | +478.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 10y: compounded portfolio wealth divided by compounded BP 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…
10y analysis · Full analysis span regression · 6 months rolling