+336.5%
RKLB vs BP
+131.3%
+205.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.4% | +0.1% | +1.9% |
| 7D | +5.3% | +0.9% | +4.4% | +5.1% |
| 30D | -20.5% | +9.1% | -29.6% | -22.3% |
| 3M | -42.0% | +3.9% | -46.0% | -42.9% |
| 6M | -6.0% | +13.6% | -19.7% | -10.7% |
| YTD | -5.6% | +34.0% | -39.6% | -14.7% |
| 1Y | +38.0% | +39.2% | -1.2% | +22.7% |
| 3Y | +962.4% | +36.4% | +926.0% | +832.8% |
| 5Y | +336.5% | +135.8% | +200.7% | +371.0% |
| All | +336.5% | +131.3% | +205.3% | +371.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling