+990.6%
RKLB vs BROS
+66.2%
+924.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.0% |
| 7D | +5.3% | -0.9% | +6.3% | +5.6% |
| 30D | -20.5% | -13.5% | -7.0% | -16.6% |
| 3M | -42.0% | -18.4% | -23.6% | -38.8% |
| 6M | -6.0% | -10.6% | +4.5% | -4.7% |
| YTD | -5.6% | -25.1% | +19.5% | +2.0% |
| 1Y | +38.0% | -28.6% | +66.7% | +51.0% |
| All | +990.6% | +66.2% | +924.3% | +726.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling