+34.1%
RKLB vs BAH
-26.7%
+60.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.1% | -4.4% | -4.3% |
| 7D | 0.0% | -1.3% | +1.3% | +0.2% |
| 30D | -21.2% | -6.6% | -14.6% | -20.1% |
| 3M | -41.7% | -7.2% | -34.6% | -40.2% |
| 6M | -11.8% | -10.0% | -1.8% | -9.0% |
| YTD | -9.6% | -12.5% | +2.9% | -5.7% |
| 1Y | +34.1% | -27.9% | +62.0% | +43.1% |
| All | +34.1% | -26.7% | +60.8% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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