+557.5%
RKLB vs BAH
+9.8%
+547.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -3.0% |
| 7D | +39.3% | -3.2% | +42.5% | +40.3% |
| 30D | -0.2% | +19.5% | -19.8% | -5.8% |
| 3M | -21.1% | +11.1% | -32.2% | -24.1% |
| 6M | -45.5% | +16.3% | -61.8% | -48.9% |
| YTD | -8.2% | +4.8% | -13.0% | -11.3% |
| 1Y | +28.2% | +4.9% | +23.3% | +24.0% |
| 3Y | +1,366.1% | -27.0% | +1,393.2% | +1,405.2% |
| 5Y | +345.9% | +5.7% | +340.1% | +282.3% |
| All | +557.5% | +9.8% | +547.7% | +426.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling