+531.5%
RKLB vs BURL
+5.6%
+525.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.6% | -0.4% | -2.5% |
| 7D | +15.9% | -1.6% | +17.5% | +16.8% |
| 30D | +4.0% | -7.7% | +11.7% | +6.9% |
| 3M | -23.2% | -31.7% | +8.5% | -11.4% |
| 6M | -50.4% | -15.2% | -35.3% | -48.4% |
| YTD | -11.8% | -15.9% | +4.1% | -7.8% |
| 1Y | +36.0% | -14.2% | +50.2% | +39.9% |
| 3Y | +1,321.0% | +93.5% | +1,227.5% | +959.0% |
| 5Y | +328.2% | -9.9% | +338.1% | +275.3% |
| All | +531.5% | +5.6% | +525.9% | +482.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 BURL 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