+576.0%
RKLB vs BTI
+140.0%
+436.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.6% |
| 7D | +5.3% | -1.4% | +6.7% | +5.6% |
| 30D | -20.5% | -7.0% | -13.4% | -19.4% |
| 3M | -42.0% | -6.3% | -35.7% | -42.0% |
| 6M | -6.0% | -2.0% | -4.1% | -6.8% |
| YTD | -5.6% | +0.2% | -5.8% | -6.8% |
| 1Y | +38.0% | +3.8% | +34.2% | +34.9% |
| 3Y | +962.4% | +112.1% | +850.3% | +757.6% |
| 5Y | +336.5% | +113.6% | +222.9% | +260.5% |
| All | +576.0% | +140.0% | +436.0% | +409.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling