+30.0%
RKLB vs BX
-25.1%
+55.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.5% | -0.9% | +0.1% |
| 7D | -2.0% | -5.6% | +3.6% | +1.4% |
| 30D | -22.4% | -12.2% | -10.2% | -16.3% |
| 3M | -45.2% | +7.4% | -52.6% | -48.3% |
| 6M | -12.5% | +22.2% | -34.7% | -23.8% |
| YTD | -9.8% | -14.0% | +4.2% | -0.8% |
| 1Y | +30.0% | -27.3% | +57.3% | +44.8% |
| All | +30.0% | -25.1% | +55.1% | +44.8% |
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