+38.0%
RKLB vs D
+19.1%
+18.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.5% |
| 7D | +5.3% | +0.8% | +4.6% | +5.3% |
| 30D | -20.5% | -0.7% | -19.7% | -20.5% |
| 3M | -42.0% | +2.1% | -44.1% | -42.5% |
| 6M | -6.0% | +6.8% | -12.9% | -7.5% |
| YTD | -5.6% | +16.5% | -22.1% | -5.1% |
| 1Y | +38.0% | +19.2% | +18.9% | +26.2% |
| All | +38.0% | +19.1% | +18.9% | +26.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling