+1,192.4%
RKLB vs BTSG
+416.6%
+775.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.3% | -3.7% |
| 7D | 0.0% | +2.9% | -2.9% | -1.7% |
| 30D | -21.2% | +0.9% | -22.1% | -22.0% |
| 3M | -41.7% | +1.6% | -43.3% | -44.1% |
| 6M | -11.8% | +46.8% | -58.6% | -32.6% |
| YTD | -9.6% | +65.5% | -75.1% | -36.2% |
| 1Y | +34.1% | +136.2% | -102.1% | -23.9% |
| All | +1,192.4% | +416.6% | +775.8% | +405.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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