+576.0%
RKLB vs BX
+175.8%
+400.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.1% | +3.7% |
| 7D | +5.3% | -2.0% | +7.3% | +6.9% |
| 30D | -20.5% | -2.3% | -18.2% | -19.7% |
| 3M | -42.0% | +18.5% | -60.6% | -50.0% |
| 6M | -6.0% | +23.7% | -29.8% | -21.9% |
| YTD | -5.6% | -10.4% | +4.8% | +0.6% |
| 1Y | +38.0% | -19.6% | +57.6% | +59.2% |
| 3Y | +962.4% | +30.8% | +931.6% | +753.4% |
| 5Y | +336.5% | +24.3% | +312.2% | +251.3% |
| All | +576.0% | +175.8% | +400.2% | +275.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling