+1,460.9%
RKLB vs BAM
+71.9%
+1,389.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.4% | +5.9% | +5.4% |
| 7D | +5.3% | -1.6% | +6.9% | +6.6% |
| 30D | -20.5% | -6.0% | -14.5% | -16.9% |
| 3M | -42.0% | +7.3% | -49.4% | -46.4% |
| 6M | -6.0% | +8.2% | -14.3% | -12.6% |
| YTD | -5.6% | -3.8% | -1.7% | -4.4% |
| 1Y | +38.0% | -10.7% | +48.7% | +50.2% |
| 3Y | +962.4% | +55.3% | +907.1% | +716.4% |
| All | +1,460.9% | +71.9% | +1,389.0% | +1,045.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling