+916.8%
RKLB vs D
+63.9%
+852.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.8% |
| 7D | -0.2% | +1.5% | -1.7% | -0.6% |
| 30D | -14.1% | -2.6% | -11.5% | -13.5% |
| 3M | -46.4% | 0.0% | -46.4% | -46.7% |
| 6M | -10.6% | +7.4% | -18.0% | -12.9% |
| YTD | -7.9% | +15.9% | -23.8% | -12.4% |
| 1Y | +49.5% | +18.1% | +31.4% | +40.6% |
| All | +916.8% | +63.9% | +852.9% | +690.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling