+196.5%
RKLB vs BURL
-15.9%
+212.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -2.9% | -9.2% | -10.9% |
| 7D | -22.2% | +3.5% | -25.7% | -23.4% |
| 30D | -38.7% | -9.3% | -29.4% | -36.3% |
| 3M | -38.5% | -32.1% | -6.4% | -27.9% |
| 6M | -41.6% | -19.8% | -21.8% | -37.5% |
| YTD | -34.1% | -13.2% | -20.9% | -31.8% |
| 1Y | -18.5% | -7.8% | -10.7% | -18.7% |
| 3Y | +897.6% | +89.3% | +808.3% | +606.6% |
| 5Y | +196.5% | -15.8% | +212.3% | +171.0% |
| All | +196.5% | -15.9% | +212.4% | +171.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling