+578.9%
RKLB vs DAR
+13.5%
+565.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.1% | +0.4% | +3.7% |
| 7D | +26.3% | +3.6% | +22.7% | +24.9% |
| 30D | +0.7% | -11.3% | +11.9% | +5.0% |
| 3M | -17.3% | -13.1% | -4.2% | -13.6% |
| 6M | -43.6% | -15.1% | -28.5% | -41.0% |
| YTD | -5.2% | +50.5% | -55.7% | -19.6% |
| 1Y | +29.1% | +57.9% | -28.8% | +7.5% |
| 3Y | +1,413.7% | +28.9% | +1,384.8% | +1,192.1% |
| 5Y | +364.9% | -31.4% | +396.3% | +388.0% |
| All | +578.9% | +13.5% | +565.4% | +605.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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