+547.3%
RKLB vs D
+5.8%
+541.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -3.7% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | -21.2% | -2.1% | -19.1% | -20.6% |
| 3M | -41.7% | -0.7% | -41.0% | -41.8% |
| 6M | -11.8% | +5.6% | -17.3% | -13.8% |
| YTD | -9.6% | +14.6% | -24.2% | -14.3% |
| 1Y | +34.1% | +15.3% | +18.8% | +26.2% |
| 3Y | +917.3% | +59.1% | +858.1% | +738.0% |
| 5Y | +204.4% | +3.9% | +200.5% | +198.7% |
| All | +547.3% | +5.8% | +541.5% | +443.0% |
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