+559.5%
RKLB vs D
+7.0%
+552.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.2% |
| 7D | -0.2% | +0.4% | -0.6% | -0.4% |
| 30D | -14.1% | -3.6% | -10.6% | -13.1% |
| 3M | -46.4% | -1.0% | -45.4% | -46.5% |
| 6M | -10.6% | +6.3% | -16.9% | -13.0% |
| YTD | -7.9% | +14.7% | -22.6% | -12.8% |
| 1Y | +49.5% | +16.9% | +32.5% | +39.8% |
| 3Y | +913.6% | +56.8% | +856.8% | +737.3% |
| 5Y | +375.3% | +5.2% | +370.1% | +364.3% |
| All | +559.5% | +7.0% | +552.5% | +451.5% |
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