+395.8%
RKLB vs BITO
-7.1%
+402.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.0% | -4.1% |
| 7D | 0.0% | +1.1% | -1.1% | -0.6% |
| 30D | -21.2% | +21.8% | -43.0% | -28.1% |
| 3M | -41.7% | +25.0% | -66.7% | -47.3% |
| 6M | -11.8% | +11.3% | -23.1% | -15.6% |
| YTD | -9.6% | -12.7% | +3.1% | -4.6% |
| 1Y | +34.1% | -32.3% | +66.4% | +56.3% |
| 3Y | +917.3% | +150.3% | +766.9% | +612.1% |
| All | +395.8% | -7.1% | +402.9% | +298.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling