+303.4%
RKLB vs DAR
-35.2%
+338.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +4.7% | +6.2% | +8.9% |
| 7D | +13.0% | -2.8% | +15.8% | +14.6% |
| 30D | -13.7% | -12.8% | -0.9% | -8.5% |
| 3M | -28.9% | -11.6% | -17.4% | -25.8% |
| 6M | -44.2% | -16.8% | -27.4% | -40.6% |
| YTD | -15.6% | +45.9% | -61.5% | -30.3% |
| 1Y | +14.0% | +61.5% | -47.5% | -10.3% |
| 3Y | +1,275.2% | +23.0% | +1,252.3% | +1,048.1% |
| All | +303.4% | -35.2% | +338.6% | +310.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling