+547.3%
RKLB vs BTG
+33.1%
+514.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.7% | -5.9% | -4.7% |
| 7D | 0.0% | +2.4% | -2.5% | -0.8% |
| 30D | -21.2% | +9.5% | -30.7% | -23.6% |
| 3M | -41.7% | +38.5% | -80.2% | -47.5% |
| 6M | -11.8% | +5.6% | -17.4% | -14.6% |
| YTD | -9.6% | +23.9% | -33.5% | -16.4% |
| 1Y | +34.1% | +32.1% | +2.0% | +21.7% |
| 3Y | +917.3% | +103.2% | +814.1% | +708.2% |
| 5Y | +204.4% | +79.7% | +124.7% | +144.0% |
| All | +547.3% | +33.1% | +514.2% | +436.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling