+557.5%
RKLB vs BA
-21.8%
+579.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.4% | -2.1% |
| 7D | +39.3% | -0.6% | +39.9% | +39.9% |
| 30D | -0.2% | -8.0% | +7.8% | +3.8% |
| 3M | -21.1% | -25.8% | +4.7% | -6.6% |
| 6M | -45.5% | -27.6% | -17.9% | -34.3% |
| YTD | -8.2% | -21.0% | +12.8% | +5.6% |
| 1Y | +28.2% | -12.3% | +40.5% | +38.9% |
| 3Y | +1,366.1% | -12.8% | +1,378.9% | +1,434.1% |
| 5Y | +345.9% | -22.4% | +368.2% | +353.2% |
| All | +557.5% | -21.8% | +579.4% | +541.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling