+308.8%
RKLB vs BTG
+78.0%
+230.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | -2.0% | -3.8% | +1.7% | -0.9% |
| 30D | -22.4% | +3.6% | -26.1% | -23.7% |
| 3M | -45.2% | +32.0% | -77.2% | -50.4% |
| 6M | -12.5% | +3.4% | -15.9% | -15.0% |
| YTD | -9.8% | +20.8% | -30.5% | -16.6% |
| 1Y | +30.0% | +22.4% | +7.6% | +18.8% |
| 3Y | +942.2% | +91.7% | +850.5% | +713.1% |
| All | +308.8% | +78.0% | +230.7% | +213.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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