+1,157.6%
RKLB vs BAM
+86.2%
+1,071.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.9% | +14.5% | +14.6% |
| 7D | -3.0% | +9.7% | -12.8% | -10.8% |
| 30D | -26.2% | +19.0% | -45.2% | -36.9% |
| 3M | -29.9% | +0.6% | -30.4% | -31.4% |
| 6M | -37.3% | +11.1% | -48.4% | -43.8% |
| YTD | -23.9% | +4.2% | -28.1% | -28.7% |
| 1Y | +7.0% | +3.3% | +3.6% | +1.6% |
| 3Y | +1,120.0% | +88.8% | +1,031.2% | +724.6% |
| All | +1,157.6% | +86.2% | +1,071.4% | +754.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling