-7.4%
RKLB vs BAX
+46.0%
-53.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.0% | -7.7% | -4.8% |
| 7D | -10.6% | +4.1% | -14.7% | -11.7% |
| 30D | -28.3% | +9.4% | -37.7% | -30.3% |
| 3M | -29.7% | -6.5% | -23.2% | -28.2% |
| 6M | -34.8% | +59.6% | -94.4% | -47.1% |
| YTD | -24.9% | +38.9% | -63.8% | -34.9% |
| 1Y | -7.4% | +48.0% | -55.4% | -21.2% |
| All | -7.4% | +46.0% | -53.5% | -21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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