+204.4%
RKLB vs BUD
+44.7%
+159.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.4% |
| 7D | 0.0% | -1.3% | +1.3% | +0.5% |
| 30D | -21.2% | -6.1% | -15.1% | -19.3% |
| 3M | -41.7% | -3.8% | -38.0% | -41.5% |
| 6M | -11.8% | +8.2% | -19.9% | -15.8% |
| YTD | -9.6% | +23.6% | -33.2% | -19.1% |
| 1Y | +34.1% | +33.4% | +0.7% | +15.4% |
| 3Y | +917.3% | +45.3% | +871.9% | +722.8% |
| 5Y | +204.4% | +44.3% | +160.1% | +125.9% |
| All | +204.4% | +44.7% | +159.7% | +125.9% |
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