+559.5%
RKLB vs BAC
+158.9%
+400.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.8% |
| 7D | -0.2% | +1.1% | -1.3% | -1.0% |
| 30D | -14.1% | -0.4% | -13.7% | -14.0% |
| 3M | -46.4% | +16.9% | -63.3% | -53.0% |
| 6M | -10.6% | +26.6% | -37.2% | -26.9% |
| YTD | -7.9% | +15.8% | -23.7% | -19.1% |
| 1Y | +49.5% | +27.2% | +22.3% | +21.7% |
| 3Y | +913.6% | +132.4% | +781.2% | +441.5% |
| 5Y | +375.3% | +72.6% | +302.7% | +201.4% |
| All | +559.5% | +158.9% | +400.6% | +302.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling