+531.5%
RKLB vs BWA
+58.2%
+473.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | +15.9% | +4.3% | +11.7% | +13.4% |
| 30D | +4.0% | -13.0% | +17.0% | +12.7% |
| 3M | -23.2% | -24.8% | +1.6% | -10.1% |
| 6M | -50.4% | -23.5% | -26.9% | -42.4% |
| YTD | -11.8% | +13.8% | -25.6% | -17.6% |
| 1Y | +36.0% | +13.4% | +22.5% | +27.5% |
| 3Y | +1,321.0% | +62.8% | +1,258.3% | +966.8% |
| 5Y | +328.2% | +28.5% | +299.7% | +226.5% |
| All | +531.5% | +58.2% | +473.3% | +377.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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