+531.5%
RKLB vs BTI
+173.6%
+357.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.4% | -4.1% |
| 7D | +15.9% | +1.6% | +14.3% | +15.7% |
| 30D | +4.0% | +9.2% | -5.3% | +2.3% |
| 3M | -23.2% | +9.6% | -32.8% | -24.6% |
| 6M | -50.4% | -2.4% | -48.0% | -50.2% |
| YTD | -11.8% | +14.2% | -26.0% | -15.1% |
| 1Y | +36.0% | +20.3% | +15.7% | +29.1% |
| 3Y | +1,321.0% | +147.4% | +1,173.6% | +1,017.1% |
| 5Y | +328.2% | +155.4% | +172.7% | +241.7% |
| All | +531.5% | +173.6% | +357.8% | +364.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling