+557.5%
RKLB vs BP
+181.6%
+375.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.4% | -3.4% |
| 7D | +39.3% | +2.5% | +36.8% | +38.6% |
| 30D | -0.2% | -5.6% | +5.4% | +0.8% |
| 3M | -21.1% | +8.0% | -29.1% | -22.7% |
| 6M | -45.5% | +5.7% | -51.2% | -46.7% |
| YTD | -8.2% | +36.8% | -45.0% | -16.3% |
| 1Y | +28.2% | +30.7% | -2.5% | +18.1% |
| 3Y | +1,366.1% | +51.6% | +1,314.5% | +1,184.2% |
| 5Y | +345.9% | +112.2% | +233.6% | +277.1% |
| All | +557.5% | +181.6% | +375.9% | +458.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling