+559.5%
RKLB vs BURL
+15.4%
+544.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | -0.3% |
| 7D | -0.2% | -2.8% | +2.6% | +0.8% |
| 30D | -14.1% | -28.2% | +14.0% | -2.5% |
| 3M | -46.4% | -17.6% | -28.8% | -42.9% |
| 6M | -10.6% | -11.8% | +1.1% | -7.8% |
| YTD | -7.9% | -8.1% | +0.3% | -6.5% |
| 1Y | +49.5% | -12.0% | +61.4% | +52.8% |
| 3Y | +913.6% | +63.3% | +850.3% | +705.0% |
| 5Y | +375.3% | -10.8% | +386.1% | +301.7% |
| All | +559.5% | +15.4% | +544.1% | +490.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling