+330.6%
RKLB vs BABA
-40.0%
+370.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +15.9% | -13.8% | +29.7% | +21.4% |
| 30D | +4.0% | -15.1% | +19.1% | +9.1% |
| 3M | -23.2% | -22.7% | -0.4% | -17.2% |
| 6M | -50.4% | -34.7% | -15.8% | -43.7% |
| YTD | -11.8% | -35.0% | +23.2% | +0.1% |
| 1Y | +36.0% | -40.4% | +76.4% | +58.5% |
| 3Y | +1,321.0% | +21.9% | +1,299.1% | +1,126.6% |
| All | +330.6% | -40.0% | +370.6% | +385.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling