+29.1%
RKLB vs BAH
+2.3%
+26.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.5% |
| 7D | +26.3% | -1.6% | +27.9% | +26.3% |
| 30D | +0.7% | +18.0% | -17.3% | -1.9% |
| 3M | -17.3% | +11.4% | -28.8% | -18.4% |
| 6M | -43.6% | +17.7% | -61.3% | -45.1% |
| YTD | -5.2% | +5.4% | -10.5% | -5.6% |
| 1Y | +29.1% | +2.8% | +26.3% | +29.2% |
| All | +29.1% | +2.3% | +26.8% | +29.2% |
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