+1,321.0%
RKLB vs BAM
+85.6%
+1,235.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.2% |
| 7D | +15.9% | -2.7% | +18.6% | +18.8% |
| 30D | +4.0% | +15.5% | -11.5% | -10.4% |
| 3M | -23.2% | -6.9% | -16.3% | -19.0% |
| 6M | -50.4% | +9.9% | -60.3% | -56.0% |
| YTD | -11.8% | +1.4% | -13.2% | -16.2% |
| 1Y | +36.0% | +3.3% | +32.7% | +27.1% |
| 3Y | +1,321.0% | +83.6% | +1,237.4% | +812.8% |
| All | +1,321.0% | +85.6% | +1,235.4% | +812.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling