+578.9%
RKLB vs D
+10.6%
+568.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +5.9% | +5.6% |
| 7D | +26.3% | -2.4% | +28.7% | +27.1% |
| 30D | +0.7% | +9.0% | -8.3% | -2.4% |
| 3M | -17.3% | +1.0% | -18.3% | -17.8% |
| 6M | -43.6% | +11.0% | -54.6% | -46.0% |
| YTD | -5.2% | +19.8% | -24.9% | -11.7% |
| 1Y | +29.1% | +16.0% | +13.1% | +21.1% |
| 3Y | +1,413.7% | +74.4% | +1,339.4% | +1,108.7% |
| 5Y | +364.9% | +13.5% | +351.3% | +333.1% |
| All | +578.9% | +10.6% | +568.3% | +459.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling