+204.4%
RKLB vs BAX
-67.6%
+272.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.9% | -2.4% | -3.7% |
| 7D | 0.0% | -5.1% | +5.0% | +1.6% |
| 30D | -21.2% | -12.2% | -9.0% | -18.0% |
| 3M | -41.7% | +21.8% | -63.5% | -46.1% |
| 6M | -11.8% | +36.3% | -48.1% | -21.3% |
| YTD | -9.6% | +27.8% | -37.4% | -18.6% |
| 1Y | +34.1% | -0.1% | +34.2% | +29.4% |
| 3Y | +917.3% | -33.3% | +950.6% | +973.6% |
| 5Y | +204.4% | -67.1% | +271.5% | +276.6% |
| All | +204.4% | -67.6% | +272.0% | +276.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling