+547.3%
RKLB vs BUD
+22.5%
+524.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.5% |
| 7D | 0.0% | -1.3% | +1.3% | +0.4% |
| 30D | -21.2% | -6.1% | -15.1% | -19.6% |
| 3M | -41.7% | -3.8% | -38.0% | -41.5% |
| 6M | -11.8% | +8.2% | -19.9% | -15.2% |
| YTD | -9.6% | +23.6% | -33.2% | -17.6% |
| 1Y | +34.1% | +33.4% | +0.7% | +18.2% |
| 3Y | +917.3% | +45.3% | +871.9% | +757.4% |
| 5Y | +204.4% | +44.3% | +160.1% | +149.5% |
| All | +547.3% | +22.5% | +524.8% | +402.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling