+1,379.7%
RKLB vs BAH
-26.6%
+1,406.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.2% |
| 7D | +39.3% | -2.6% | +41.9% | +39.8% |
| 30D | -0.2% | +20.4% | -20.6% | -4.7% |
| 3M | -21.1% | +11.9% | -32.9% | -23.4% |
| 6M | -45.5% | +17.1% | -62.6% | -48.1% |
| YTD | -8.2% | +5.5% | -13.7% | -9.9% |
| 1Y | +28.2% | +5.6% | +22.6% | +25.9% |
| All | +1,379.7% | -26.6% | +1,406.3% | +1,398.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling