-7.4%
RKLB vs BUD
+38.4%
-45.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -3.2% |
| 7D | -10.6% | +3.3% | -14.0% | -10.0% |
| 30D | -28.3% | +11.8% | -40.1% | -28.1% |
| 3M | -29.7% | -1.1% | -28.6% | -29.1% |
| 6M | -34.8% | +14.9% | -49.7% | -36.8% |
| YTD | -24.9% | +32.6% | -57.5% | -27.0% |
| 1Y | -7.4% | +37.2% | -44.6% | -13.3% |
| All | -7.4% | +38.4% | -45.8% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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