+394.9%
RKLB vs BITO
-8.3%
+403.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -3.4% | +1.4% | -0.6% |
| 30D | -22.4% | +21.4% | -43.9% | -29.1% |
| 3M | -45.2% | +20.5% | -65.7% | -49.6% |
| 6M | -12.5% | +7.4% | -19.9% | -15.1% |
| YTD | -9.8% | -13.9% | +4.1% | -4.3% |
| 1Y | +30.0% | -35.1% | +65.0% | +54.0% |
| 3Y | +942.2% | +156.8% | +785.4% | +623.3% |
| All | +394.9% | -8.3% | +403.2% | +299.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling