+343.2%
RKLB vs BABA
-30.9%
+374.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.3% |
| 7D | -0.2% | -4.8% | +4.6% | +1.4% |
| 30D | -14.1% | -11.9% | -2.2% | -10.8% |
| 3M | -46.4% | -9.3% | -37.2% | -45.0% |
| 6M | -10.6% | -14.2% | +3.6% | -6.6% |
| YTD | -7.9% | -22.0% | +14.2% | -1.0% |
| 1Y | +49.5% | -12.7% | +62.2% | +53.6% |
| 3Y | +913.6% | +26.7% | +886.9% | +778.8% |
| All | +343.2% | -30.9% | +374.1% | +325.0% |
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