-7.4%
RKLB vs BAM
+4.2%
-11.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.2% | -10.0% | -7.5% |
| 7D | -10.6% | +14.2% | -24.9% | -18.6% |
| 30D | -28.3% | +21.0% | -49.3% | -37.7% |
| 3M | -29.7% | +5.2% | -34.9% | -32.5% |
| 6M | -34.8% | +16.0% | -50.8% | -42.5% |
| YTD | -24.9% | +6.5% | -31.4% | -29.8% |
| 1Y | -7.4% | +4.4% | -11.8% | -11.3% |
| All | -7.4% | +4.2% | -11.7% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 1y: compounded portfolio wealth divided by compounded BAM 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…
1y analysis · Full analysis span regression · 6 months rolling