+34.1%
RKLB vs BABA
-24.1%
+58.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.9% | -1.4% | -3.2% |
| 7D | 0.0% | -2.2% | +2.1% | +0.8% |
| 30D | -21.2% | -17.3% | -3.9% | -15.6% |
| 3M | -41.7% | -7.8% | -34.0% | -40.3% |
| 6M | -11.8% | -16.8% | +5.0% | -6.1% |
| YTD | -9.6% | -24.7% | +15.1% | -0.6% |
| 1Y | +34.1% | -24.9% | +59.1% | +60.4% |
| All | +34.1% | -24.1% | +58.2% | +60.4% |
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