+49.5%
RKLB vs BX
-15.8%
+65.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.4% |
| 7D | -0.2% | -4.4% | +4.2% | +2.5% |
| 30D | -14.1% | +0.1% | -14.2% | -14.7% |
| 3M | -46.4% | +16.0% | -62.4% | -51.8% |
| 6M | -10.6% | +21.6% | -32.3% | -22.0% |
| YTD | -7.9% | -8.9% | +1.0% | -2.4% |
| 1Y | +49.5% | -16.6% | +66.1% | +58.7% |
| All | +49.5% | -15.8% | +65.3% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BX.
Daily Out/Under-Performance
Portfolio return minus BX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BX 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 1y: compounded portfolio wealth divided by compounded BX 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…
1y analysis · Full analysis span regression · 6 months rolling