+1,321.0%
RKLB vs BAX
-18.0%
+1,339.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.2% | -4.0% |
| 7D | +15.9% | +0.1% | +15.9% | +16.0% |
| 30D | +4.0% | +4.1% | -0.1% | +2.6% |
| 3M | -23.2% | -4.5% | -18.6% | -22.4% |
| 6M | -50.4% | +49.2% | -99.7% | -57.0% |
| YTD | -11.8% | +35.2% | -47.0% | -21.9% |
| 1Y | +36.0% | +38.3% | -2.3% | +19.3% |
| 3Y | +1,321.0% | -19.0% | +1,340.1% | +1,180.4% |
| All | +1,321.0% | -18.0% | +1,339.0% | +1,180.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling