+578.9%
RKLB vs BA
-20.5%
+599.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.7% | +4.8% | +5.1% |
| 7D | +26.3% | -1.4% | +27.7% | +27.7% |
| 30D | +0.7% | -7.9% | +8.6% | +4.7% |
| 3M | -17.3% | -25.2% | +7.8% | -2.6% |
| 6M | -43.6% | -26.7% | -16.9% | -32.6% |
| YTD | -5.2% | -19.6% | +14.4% | +7.9% |
| 1Y | +29.1% | -10.6% | +39.7% | +38.3% |
| 3Y | +1,413.7% | -11.2% | +1,425.0% | +1,467.3% |
| 5Y | +364.9% | -20.4% | +385.3% | +366.6% |
| All | +578.9% | -20.5% | +599.3% | +555.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling