+30.0%
RKLB vs BRO
-27.7%
+57.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.5% |
| 7D | -2.0% | -7.3% | +5.3% | -5.4% |
| 30D | -22.4% | -6.9% | -15.6% | -24.7% |
| 3M | -45.2% | +10.7% | -55.8% | -43.1% |
| 6M | -12.5% | -2.7% | -9.8% | -8.5% |
| YTD | -9.8% | -16.3% | +6.6% | -7.2% |
| 1Y | +30.0% | -29.1% | +59.1% | +41.2% |
| All | +30.0% | -27.7% | +57.7% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling