+364.9%
RKLB vs BAH
+8.7%
+356.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.6% | +6.1% | +5.6% |
| 7D | +26.3% | -1.6% | +27.9% | +26.6% |
| 30D | +0.7% | +18.0% | -17.3% | -4.6% |
| 3M | -17.3% | +11.4% | -28.8% | -20.6% |
| 6M | -43.6% | +17.7% | -61.3% | -47.4% |
| YTD | -5.2% | +5.4% | -10.5% | -8.5% |
| 1Y | +29.1% | +2.8% | +26.3% | +25.9% |
| 3Y | +1,413.7% | -26.7% | +1,440.4% | +1,437.2% |
| 5Y | +364.9% | +8.1% | +356.8% | +256.7% |
| All | +364.9% | +8.7% | +356.1% | +256.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling