+944.2%
RKLB vs BWA
+67.1%
+877.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.7% | -3.5% |
| 7D | 0.0% | +0.1% | -0.2% | -0.1% |
| 30D | -21.2% | -5.6% | -15.6% | -18.8% |
| 3M | -41.7% | -10.7% | -31.0% | -38.3% |
| 6M | -11.8% | +23.2% | -34.9% | -18.0% |
| YTD | -9.6% | +46.0% | -55.6% | -24.2% |
| 1Y | +34.1% | +51.2% | -17.1% | +10.3% |
| All | +944.2% | +67.1% | +877.1% | +597.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling