-7.4%
RKLB vs BITO
-25.7%
+18.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.9% | -6.7% | -6.0% |
| 7D | -10.6% | -1.9% | -8.7% | -9.3% |
| 30D | -28.3% | -6.7% | -21.5% | -24.2% |
| 3M | -29.7% | +23.1% | -52.7% | -41.8% |
| 6M | -34.8% | -2.0% | -32.8% | -33.8% |
| YTD | -24.9% | -11.4% | -13.5% | -13.2% |
| 1Y | -7.4% | -23.4% | +15.9% | +21.4% |
| All | -7.4% | -25.7% | +18.2% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 BITO 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