+308.8%
RKLB vs BRO
+17.6%
+291.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -7.3% | +5.3% | +0.3% |
| 30D | -22.4% | -6.9% | -15.6% | -20.9% |
| 3M | -45.2% | +10.7% | -55.8% | -48.5% |
| 6M | -12.5% | -2.7% | -9.8% | -13.2% |
| YTD | -9.8% | -16.3% | +6.6% | -4.2% |
| 1Y | +30.0% | -29.1% | +59.1% | +51.4% |
| 3Y | +942.2% | -7.8% | +950.1% | +907.6% |
| All | +308.8% | +17.6% | +291.1% | +307.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling