+559.5%
RKLB vs BTI
+140.9%
+418.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.9% |
| 7D | -0.2% | -1.4% | +1.2% | +0.1% |
| 30D | -14.1% | -6.6% | -7.5% | -13.0% |
| 3M | -46.4% | -3.0% | -43.4% | -47.0% |
| 6M | -10.6% | -6.7% | -4.0% | -10.2% |
| YTD | -7.9% | +0.6% | -8.4% | -9.2% |
| 1Y | +49.5% | +5.6% | +43.9% | +45.5% |
| 3Y | +913.6% | +110.3% | +803.2% | +718.7% |
| 5Y | +375.3% | +114.3% | +261.0% | +292.3% |
| All | +559.5% | +140.9% | +418.6% | +396.6% |
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