-7.4%
RKLB vs BTI
+24.7%
-32.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.4% | -7.2% | -3.0% |
| 7D | -10.6% | +5.3% | -15.9% | -9.5% |
| 30D | -28.3% | +19.1% | -47.4% | -26.2% |
| 3M | -29.7% | +6.5% | -36.2% | -27.9% |
| 6M | -34.8% | +9.4% | -44.2% | -34.5% |
| YTD | -24.9% | +14.4% | -39.3% | -23.5% |
| 1Y | -7.4% | +23.9% | -31.3% | -9.0% |
| All | -7.4% | +24.7% | -32.1% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling