+547.3%
RKLB vs BR
+25.8%
+521.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -3.9% | -4.1% |
| 7D | 0.0% | -5.0% | +5.0% | +2.9% |
| 30D | -21.2% | -2.5% | -18.7% | -20.5% |
| 3M | -41.7% | +13.5% | -55.2% | -47.7% |
| 6M | -11.8% | -9.4% | -2.4% | -7.0% |
| YTD | -9.6% | -23.3% | +13.7% | +7.9% |
| 1Y | +34.1% | -31.6% | +65.7% | +77.9% |
| 3Y | +917.3% | -5.1% | +922.3% | +876.9% |
| 5Y | +204.4% | +8.2% | +196.2% | +146.9% |
| All | +547.3% | +25.8% | +521.4% | +341.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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