+28.2%
RKLB vs BAC
-4.3%
+32.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | +39.3% | +1.5% | +37.8% | +38.0% |
| 30D | -0.2% | -6.4% | +6.2% | +4.4% |
| 3M | -21.1% | -21.7% | +0.6% | -9.0% |
| 6M | -45.5% | +0.5% | -46.0% | -47.7% |
| YTD | -8.2% | -6.7% | -1.5% | -5.0% |
| 1Y | +28.2% | -4.7% | +32.9% | +24.5% |
| All | +28.2% | -4.3% | +32.5% | +24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling