+559.5%
RKLB vs DAL
+107.4%
+452.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | -0.4% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -14.1% | -13.9% | -0.2% | -6.2% |
| 3M | -46.4% | +1.1% | -47.5% | -47.3% |
| 6M | -10.6% | +26.2% | -36.9% | -22.7% |
| YTD | -7.9% | +16.4% | -24.3% | -17.1% |
| 1Y | +49.5% | +33.9% | +15.6% | +24.2% |
| 3Y | +913.6% | +93.4% | +820.2% | +559.8% |
| 5Y | +375.3% | +106.4% | +268.9% | +195.0% |
| All | +559.5% | +107.4% | +452.1% | +313.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling