+309.8%
RKLB vs BROS
+38.3%
+271.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BROS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.2% | -3.6% |
| 7D | 0.0% | -6.6% | +6.5% | +2.1% |
| 30D | -21.2% | -12.3% | -8.9% | -18.1% |
| 3M | -41.7% | -22.2% | -19.5% | -37.7% |
| 6M | -11.8% | -14.3% | +2.5% | -9.1% |
| YTD | -9.6% | -26.6% | +17.0% | -2.3% |
| 1Y | +34.1% | -31.5% | +65.6% | +47.6% |
| 3Y | +917.3% | +62.3% | +855.0% | +720.9% |
| All | +309.8% | +38.3% | +271.5% | +275.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling