+30.0%
RKLB vs BROS
-32.8%
+62.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.2% |
| 7D | -2.0% | -5.8% | +3.7% | 0.0% |
| 30D | -22.4% | -14.0% | -8.5% | -18.5% |
| 3M | -45.2% | -32.5% | -12.7% | -37.7% |
| 6M | -12.5% | -14.9% | +2.4% | -11.2% |
| YTD | -9.8% | -28.3% | +18.5% | -0.8% |
| 1Y | +30.0% | -34.0% | +64.0% | +54.0% |
| All | +30.0% | -32.8% | +62.8% | +54.0% |
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