+49.5%
RKLB vs BA
-8.9%
+58.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.1% |
| 7D | -0.2% | +1.2% | -1.4% | -1.3% |
| 30D | -14.1% | -11.6% | -2.5% | -3.6% |
| 3M | -46.4% | -2.4% | -44.0% | -45.3% |
| 6M | -10.6% | -6.6% | -4.0% | -6.4% |
| YTD | -7.9% | -2.2% | -5.6% | -7.2% |
| 1Y | +49.5% | -8.0% | +57.5% | +47.8% |
| All | +49.5% | -8.9% | +58.4% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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