+231.5%
RKLB vs BTDR
+16.5%
+215.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.5% | +4.7% | -0.5% |
| 7D | -2.9% | -3.2% | +0.3% | -2.3% |
| 30D | -22.6% | +32.7% | -55.2% | -27.2% |
| 3M | -41.0% | -28.4% | -12.6% | -38.3% |
| 6M | -10.1% | +51.7% | -61.8% | -19.2% |
| YTD | -11.2% | +2.9% | -14.0% | -14.9% |
| 1Y | +34.2% | -15.5% | +49.7% | +30.2% |
| 3Y | +899.4% | 0.0% | +899.4% | +764.9% |
| 5Y | +231.5% | +16.5% | +215.1% | +176.3% |
| All | +231.5% | +16.5% | +215.0% | +176.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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