+38.0%
RKLB vs BA
-9.1%
+47.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +3.2% |
| 7D | +5.3% | +2.5% | +2.9% | +2.9% |
| 30D | -20.5% | -10.1% | -10.4% | -12.1% |
| 3M | -42.0% | -2.4% | -39.6% | -40.8% |
| 6M | -6.0% | -8.8% | +2.8% | +0.2% |
| YTD | -5.6% | -2.9% | -2.6% | -4.3% |
| 1Y | +38.0% | -8.8% | +46.8% | +37.5% |
| All | +38.0% | -9.1% | +47.1% | +37.5% |
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