+336.5%
RKLB vs BAH
-2.8%
+339.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.9% | +3.5% | +2.8% |
| 7D | +5.3% | -4.3% | +9.7% | +6.7% |
| 30D | -20.5% | -4.5% | -16.0% | -19.5% |
| 3M | -42.0% | -7.6% | -34.4% | -40.9% |
| 6M | -6.0% | -10.6% | +4.6% | -3.9% |
| YTD | -5.6% | -12.6% | +7.0% | -3.0% |
| 1Y | +38.0% | -27.0% | +65.0% | +50.5% |
| 3Y | +962.4% | -31.5% | +993.9% | +990.1% |
| 5Y | +336.5% | -3.8% | +340.3% | +259.2% |
| All | +336.5% | -2.8% | +339.3% | +259.2% |
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 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