+308.8%
RKLB vs BRKR
-39.7%
+348.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -8.7% | +6.6% | +1.7% |
| 30D | -22.4% | -9.9% | -12.6% | -19.1% |
| 3M | -45.2% | -3.1% | -42.1% | -46.2% |
| 6M | -12.5% | +45.5% | -58.0% | -30.9% |
| YTD | -9.8% | +13.7% | -23.4% | -20.5% |
| 1Y | +30.0% | +67.4% | -37.4% | -5.8% |
| 3Y | +942.2% | -13.2% | +955.4% | +843.4% |
| All | +308.8% | -39.7% | +348.5% | +309.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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