+944.2%
RKLB vs BTI
+105.9%
+838.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.9% |
| 7D | 0.0% | -2.4% | +2.4% | +0.5% |
| 30D | -21.2% | -4.8% | -16.4% | -20.4% |
| 3M | -41.7% | -8.1% | -33.6% | -41.5% |
| 6M | -11.8% | -4.2% | -7.6% | -12.5% |
| YTD | -9.6% | -1.3% | -8.3% | -11.4% |
| 1Y | +34.1% | +2.1% | +32.0% | +29.6% |
| All | +944.2% | +105.9% | +838.3% | +547.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling