+504.1%
RKLB vs BA
-21.4%
+525.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.6% | +11.5% | +11.3% |
| 7D | +13.0% | -1.7% | +14.8% | +14.3% |
| 30D | -13.7% | -9.5% | -4.3% | -9.4% |
| 3M | -28.9% | -26.5% | -2.5% | -15.5% |
| 6M | -44.2% | -27.4% | -16.8% | -32.9% |
| YTD | -15.6% | -20.6% | +5.0% | -3.3% |
| 1Y | +14.0% | -11.4% | +25.4% | +22.7% |
| 3Y | +1,275.2% | -10.8% | +1,286.1% | +1,320.3% |
| 5Y | +296.6% | -21.9% | +318.6% | +301.6% |
| All | +504.1% | -21.4% | +525.5% | +486.9% |
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