+444.6%
RKLB vs D
+11.5%
+433.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.5% | +16.9% | +15.8% |
| 7D | -3.0% | +3.0% | -6.0% | -4.0% |
| 30D | -26.2% | +11.5% | -37.7% | -28.9% |
| 3M | -29.9% | +3.7% | -33.6% | -30.8% |
| 6M | -37.3% | +13.5% | -50.8% | -40.3% |
| YTD | -23.9% | +20.7% | -44.6% | -29.3% |
| 1Y | +7.0% | +18.2% | -11.3% | -0.3% |
| 3Y | +1,120.0% | +73.3% | +1,046.7% | +877.1% |
| 5Y | +242.2% | +12.3% | +229.9% | +221.0% |
| All | +444.6% | +11.5% | +433.2% | +348.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling