+559.5%
RKLB vs BAH
-7.5%
+567.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +1.2% |
| 7D | -0.2% | -3.2% | +3.0% | +0.8% |
| 30D | -14.1% | +2.0% | -16.1% | -14.8% |
| 3M | -46.4% | -7.6% | -38.8% | -45.4% |
| 6M | -10.6% | -5.7% | -5.0% | -10.5% |
| YTD | -7.9% | -11.7% | +3.8% | -5.7% |
| 1Y | +49.5% | -27.4% | +76.8% | +63.3% |
| 3Y | +913.6% | -32.5% | +946.1% | +959.9% |
| 5Y | +375.3% | -3.3% | +378.6% | +322.2% |
| All | +559.5% | -7.5% | +567.0% | +460.2% |
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 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