+547.3%
RKLB vs BABA
-57.9%
+605.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.9% | -1.4% | -3.3% |
| 7D | 0.0% | -2.2% | +2.1% | +0.7% |
| 30D | -21.2% | -17.3% | -3.9% | -16.5% |
| 3M | -41.7% | -7.8% | -34.0% | -40.6% |
| 6M | -11.8% | -16.8% | +5.0% | -7.0% |
| YTD | -9.6% | -24.7% | +15.1% | -1.9% |
| 1Y | +34.1% | -24.9% | +59.1% | +44.4% |
| 3Y | +917.3% | +29.1% | +888.2% | +784.8% |
| 5Y | +204.4% | -30.5% | +234.9% | +189.6% |
| All | +547.3% | -57.9% | +605.2% | +542.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling