+559.5%
RKLB vs BA
-3.3%
+562.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.2% |
| 7D | -0.2% | +1.2% | -1.4% | -0.9% |
| 30D | -14.1% | -11.6% | -2.5% | -7.2% |
| 3M | -46.4% | -2.4% | -44.0% | -45.5% |
| 6M | -10.6% | -6.6% | -4.0% | -5.9% |
| YTD | -7.9% | -2.2% | -5.6% | -5.6% |
| 1Y | +49.5% | -8.0% | +57.5% | +58.2% |
| 3Y | +913.6% | -5.0% | +918.6% | +916.2% |
| 5Y | +375.3% | -2.7% | +378.0% | +326.9% |
| All | +559.5% | -3.3% | +562.8% | +473.1% |
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