+1,120.0%
RKLB vs BA
-11.5%
+1,131.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.5% | +14.9% | +15.1% |
| 7D | -3.0% | +1.1% | -4.1% | -3.7% |
| 30D | -26.2% | -7.9% | -18.3% | -23.1% |
| 3M | -29.9% | -25.3% | -4.5% | -16.0% |
| 6M | -37.3% | -24.6% | -12.7% | -25.0% |
| YTD | -23.9% | -20.1% | -3.8% | -12.4% |
| 1Y | +7.0% | -11.8% | +18.7% | +16.5% |
| 3Y | +1,120.0% | -10.1% | +1,130.1% | +1,072.4% |
| All | +1,120.0% | -11.5% | +1,131.5% | +1,072.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling