+364.9%
RKLB vs BUD
+49.9%
+315.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.3% | +7.8% | +6.3% |
| 7D | +26.3% | +0.5% | +25.8% | +25.9% |
| 30D | +0.7% | +7.4% | -6.7% | -2.9% |
| 3M | -17.3% | +4.3% | -21.6% | -19.5% |
| 6M | -43.6% | +5.3% | -48.9% | -46.0% |
| YTD | -5.2% | +33.2% | -38.4% | -19.0% |
| 1Y | +29.1% | +31.8% | -2.7% | +10.5% |
| 3Y | +1,413.7% | +47.8% | +1,366.0% | +1,096.9% |
| 5Y | +364.9% | +50.2% | +314.7% | +241.4% |
| All | +364.9% | +49.9% | +315.0% | +241.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling