+546.0%
RKLB vs BTI
+140.4%
+405.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.5% |
| 7D | -2.0% | -0.2% | -1.8% | -2.0% |
| 30D | -22.4% | -1.1% | -21.4% | -22.4% |
| 3M | -45.2% | -8.8% | -36.4% | -44.6% |
| 6M | -12.5% | -4.0% | -8.6% | -12.7% |
| YTD | -9.8% | +0.4% | -10.1% | -11.0% |
| 1Y | +30.0% | +1.9% | +28.1% | +27.7% |
| 3Y | +942.2% | +108.5% | +833.7% | +743.0% |
| 5Y | +236.8% | +118.5% | +118.3% | +176.6% |
| All | +546.0% | +140.4% | +405.7% | +386.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling