+49.5%
RKLB vs BABA
-14.2%
+63.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.2% |
| 7D | -0.2% | -4.8% | +4.6% | +1.6% |
| 30D | -14.1% | -11.9% | -2.2% | -10.3% |
| 3M | -46.4% | -9.3% | -37.2% | -44.6% |
| 6M | -10.6% | -14.2% | +3.6% | -6.0% |
| YTD | -7.9% | -22.0% | +14.2% | +0.2% |
| 1Y | +49.5% | -12.7% | +62.2% | +69.5% |
| All | +49.5% | -14.2% | +63.7% | +69.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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