+330.6%
RKLB vs BA
-24.6%
+355.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -3.9% | -3.9% |
| 7D | +15.9% | -1.1% | +17.0% | +16.8% |
| 30D | +4.0% | -7.1% | +11.1% | +7.7% |
| 3M | -23.2% | -25.5% | +2.4% | -7.9% |
| 6M | -50.4% | -28.7% | -21.7% | -38.7% |
| YTD | -11.8% | -21.0% | +9.2% | +2.5% |
| 1Y | +36.0% | -11.9% | +47.8% | +47.6% |
| 3Y | +1,321.0% | -16.2% | +1,337.2% | +1,421.3% |
| All | +330.6% | -24.6% | +355.2% | +330.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling