+29.1%
RKLB vs BUD
+32.7%
-3.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.3% | +7.8% | +4.9% |
| 7D | +26.3% | +0.5% | +25.8% | +26.5% |
| 30D | +0.7% | +7.4% | -6.7% | +1.3% |
| 3M | -17.3% | +4.3% | -21.6% | -16.7% |
| 6M | -43.6% | +5.3% | -48.9% | -44.1% |
| YTD | -5.2% | +33.2% | -38.4% | -7.9% |
| 1Y | +29.1% | +31.8% | -2.7% | +24.3% |
| All | +29.1% | +32.7% | -3.6% | +24.3% |
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