-7.4%
RKLB vs BA
-12.3%
+4.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.1% | -5.9% | -5.3% |
| 7D | -10.6% | +5.9% | -16.5% | -14.6% |
| 30D | -28.3% | -8.2% | -20.1% | -24.4% |
| 3M | -29.7% | -25.4% | -4.3% | -9.7% |
| 6M | -34.8% | -20.0% | -14.8% | -21.1% |
| YTD | -24.9% | -18.5% | -6.5% | -14.5% |
| 1Y | -7.4% | -10.6% | +3.2% | -0.3% |
| All | -7.4% | -12.3% | +4.9% | -0.3% |
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