+296.6%
RKLB vs BAC
+22.5%
+274.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.3% | +8.6% | +8.9% |
| 7D | +13.0% | +2.0% | +11.1% | +11.3% |
| 30D | -13.7% | -6.9% | -6.8% | -7.7% |
| 3M | -28.9% | -19.6% | -9.4% | -14.1% |
| 6M | -44.2% | -0.5% | -43.7% | -45.0% |
| YTD | -15.6% | -6.6% | -9.0% | -12.3% |
| 1Y | +14.0% | -3.0% | +16.9% | +15.1% |
| 3Y | +1,275.2% | +97.3% | +1,177.9% | +649.5% |
| 5Y | +296.6% | +21.9% | +274.8% | +200.8% |
| All | +296.6% | +22.5% | +274.2% | +200.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling