+578.9%
RKLB vs BAC
+109.3%
+469.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +26.3% | -1.9% | +28.2% | +28.6% |
| 30D | +0.7% | -7.2% | +7.8% | +7.1% |
| 3M | -17.3% | -20.4% | +3.1% | -1.4% |
| 6M | -43.6% | +1.3% | -44.9% | -44.9% |
| YTD | -5.2% | -6.4% | +1.2% | -1.8% |
| 1Y | +29.1% | -3.5% | +32.6% | +31.3% |
| 3Y | +1,413.7% | +96.7% | +1,317.0% | +826.9% |
| 5Y | +364.9% | +20.6% | +344.3% | +257.1% |
| All | +578.9% | +109.3% | +469.6% | +388.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 BAC 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