+1,321.0%
RKLB vs BROS
+30.6%
+1,290.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.5% | -10.5% | -6.2% |
| 7D | +15.9% | +6.3% | +9.6% | +13.4% |
| 30D | +4.0% | -8.3% | +12.3% | +6.4% |
| 3M | -23.2% | -29.8% | +6.6% | -14.5% |
| 6M | -50.4% | -25.8% | -24.6% | -46.8% |
| YTD | -11.8% | -41.4% | +29.6% | +2.3% |
| 1Y | +36.0% | -35.2% | +71.1% | +52.0% |
| 3Y | +1,321.0% | +32.8% | +1,288.2% | +1,185.1% |
| All | +1,321.0% | +30.6% | +1,290.4% | +1,185.1% |
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