+557.5%
RKLB vs DAR
+16.0%
+541.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.2% | -5.3% | -3.9% |
| 7D | +39.3% | +9.2% | +30.1% | +35.0% |
| 30D | -0.2% | -12.3% | +12.0% | +4.5% |
| 3M | -21.1% | -12.7% | -8.3% | -17.6% |
| 6M | -45.5% | -12.8% | -32.7% | -43.6% |
| YTD | -8.2% | +53.8% | -61.9% | -22.7% |
| 1Y | +28.2% | +60.3% | -32.1% | +6.1% |
| 3Y | +1,366.1% | +31.7% | +1,334.4% | +1,141.4% |
| 5Y | +345.9% | -27.7% | +373.6% | +364.2% |
| All | +557.5% | +16.0% | +541.5% | +578.0% |
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