+559.5%
RKLB vs BUD
+26.2%
+533.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -0.2% | +0.3% | -0.5% | -0.3% |
| 30D | -14.1% | -5.7% | -8.4% | -12.5% |
| 3M | -46.4% | +3.1% | -49.5% | -47.6% |
| 6M | -10.6% | +7.9% | -18.5% | -14.0% |
| YTD | -7.9% | +27.3% | -35.2% | -16.9% |
| 1Y | +49.5% | +37.8% | +11.7% | +30.3% |
| 3Y | +913.6% | +49.8% | +863.7% | +745.4% |
| 5Y | +375.3% | +43.8% | +331.5% | +286.4% |
| All | +559.5% | +26.2% | +533.3% | +407.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling