+444.6%
RKLB vs DAL
+126.2%
+318.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +2.2% | +13.2% | +14.1% |
| 7D | -3.0% | +8.8% | -11.8% | -8.0% |
| 30D | -26.2% | +5.4% | -31.6% | -28.5% |
| 3M | -29.9% | -4.9% | -24.9% | -27.8% |
| 6M | -37.3% | +19.8% | -57.2% | -44.2% |
| YTD | -23.9% | +27.0% | -50.9% | -35.0% |
| 1Y | +7.0% | +52.5% | -45.5% | -17.8% |
| 3Y | +1,120.0% | +173.8% | +946.2% | +556.9% |
| 5Y | +242.2% | +104.5% | +137.6% | +106.1% |
| All | +444.6% | +126.2% | +318.4% | +224.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling