+925.8%
RKLB vs BX
+22.1%
+903.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.1% | +0.6% |
| 7D | -2.9% | -8.9% | +6.0% | +4.8% |
| 30D | -22.6% | -14.8% | -7.8% | -12.1% |
| 3M | -41.0% | +6.9% | -47.9% | -45.1% |
| 6M | -10.1% | +16.3% | -26.4% | -22.8% |
| YTD | -11.2% | -16.1% | +4.9% | +1.0% |
| 1Y | +34.2% | -26.8% | +61.0% | +71.4% |
| All | +925.8% | +22.1% | +903.8% | +769.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling