+336.5%
RKLB vs D
+8.5%
+328.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.9% | +2.3% |
| 7D | +5.3% | +0.8% | +4.6% | +5.1% |
| 30D | -20.5% | -0.7% | -19.7% | -20.3% |
| 3M | -42.0% | +2.1% | -44.1% | -42.7% |
| 6M | -6.0% | +6.8% | -12.9% | -8.5% |
| YTD | -5.6% | +16.5% | -22.1% | -10.9% |
| 1Y | +38.0% | +19.2% | +18.9% | +28.6% |
| 3Y | +962.4% | +61.9% | +900.6% | +776.0% |
| 5Y | +336.5% | +6.5% | +330.0% | +343.3% |
| All | +336.5% | +8.5% | +328.0% | +343.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling