+547.3%
RKLB vs BSX
+33.5%
+513.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.2% | -4.2% |
| 7D | 0.0% | -7.0% | +7.0% | +3.6% |
| 30D | -21.2% | -10.9% | -10.3% | -16.7% |
| 3M | -41.7% | -8.2% | -33.6% | -39.8% |
| 6M | -11.8% | -37.5% | +25.7% | +14.2% |
| YTD | -9.6% | -52.8% | +43.3% | +40.6% |
| 1Y | +34.1% | -58.4% | +92.5% | +127.6% |
| 3Y | +917.3% | -16.5% | +933.8% | +991.7% |
| 5Y | +204.4% | -1.0% | +205.4% | +179.2% |
| All | +547.3% | +33.5% | +513.8% | +452.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BSX.
Daily Out/Under-Performance
Portfolio return minus BSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BSX 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 all: compounded portfolio wealth divided by compounded BSX 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…
all analysis · Full analysis span regression · 6 months rolling