+546.0%
RKLB vs BAX
-65.0%
+611.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.1% |
| 7D | -2.0% | -7.9% | +5.8% | +0.5% |
| 30D | -22.4% | -11.7% | -10.8% | -19.4% |
| 3M | -45.2% | +16.2% | -61.4% | -48.5% |
| 6M | -12.5% | +32.0% | -44.5% | -21.3% |
| YTD | -9.8% | +24.7% | -34.5% | -18.2% |
| 1Y | +30.0% | -2.6% | +32.6% | +26.5% |
| 3Y | +942.2% | -35.0% | +977.2% | +1,013.5% |
| 5Y | +236.8% | -67.6% | +304.4% | +335.7% |
| All | +546.0% | -65.0% | +611.0% | +683.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling