+231.5%
RKLB vs BTI
+116.2%
+115.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.7% | -1.9% |
| 7D | -2.9% | -2.0% | -0.9% | -2.6% |
| 30D | -22.6% | -3.4% | -19.1% | -22.2% |
| 3M | -41.0% | -9.0% | -32.0% | -40.5% |
| 6M | -10.1% | -5.0% | -5.1% | -10.1% |
| YTD | -11.2% | -0.3% | -10.8% | -12.2% |
| 1Y | +34.2% | +3.1% | +31.1% | +31.5% |
| 3Y | +899.4% | +111.0% | +788.4% | +716.8% |
| 5Y | +231.5% | +117.0% | +114.5% | +237.4% |
| All | +231.5% | +116.2% | +115.3% | +237.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling