+559.5%
RKLB vs BP
+169.3%
+390.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.6% |
| 7D | -0.2% | +3.9% | -4.1% | -1.1% |
| 30D | -14.1% | +7.6% | -21.7% | -15.6% |
| 3M | -46.4% | +0.7% | -47.1% | -46.7% |
| 6M | -10.6% | +15.5% | -26.1% | -14.9% |
| YTD | -7.9% | +30.8% | -38.7% | -15.0% |
| 1Y | +49.5% | +34.3% | +15.2% | +36.6% |
| 3Y | +913.6% | +35.1% | +878.5% | +811.2% |
| 5Y | +375.3% | +126.8% | +248.5% | +306.8% |
| All | +559.5% | +169.3% | +390.2% | +467.6% |
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