+1,120.0%
RKLB vs BABA
+34.4%
+1,085.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.3% | +14.1% | +15.0% |
| 7D | -3.0% | +11.6% | -14.7% | -6.2% |
| 30D | -26.2% | +2.3% | -28.5% | -26.8% |
| 3M | -29.9% | -13.7% | -16.2% | -27.3% |
| 6M | -37.3% | -21.9% | -15.4% | -33.3% |
| YTD | -23.9% | -24.6% | +0.7% | -18.5% |
| 1Y | +7.0% | -34.1% | +41.1% | +18.0% |
| 3Y | +1,120.0% | +36.3% | +1,083.7% | +1,019.1% |
| All | +1,120.0% | +34.4% | +1,085.6% | +1,019.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling