-7.4%
RKLB vs BROS
-18.6%
+11.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.7% | -4.1% |
| 7D | -10.6% | +2.5% | -13.1% | -11.3% |
| 30D | -28.3% | +15.1% | -43.3% | -31.7% |
| 3M | -29.7% | -31.4% | +1.7% | -20.3% |
| 6M | -34.8% | -22.6% | -12.2% | -30.3% |
| YTD | -24.9% | -28.1% | +3.2% | -16.1% |
| 1Y | -7.4% | -20.3% | +12.8% | -2.4% |
| All | -7.4% | -18.6% | +11.2% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BROS.
Daily Out/Under-Performance
Portfolio return minus BROS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BROS 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 BROS 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