+336.5%
RKLB vs DAR
-8.5%
+345.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.9% | -0.4% | +1.3% |
| 7D | +5.3% | -0.9% | +6.2% | +5.7% |
| 30D | -20.5% | +13.0% | -33.4% | -24.7% |
| 3M | -42.0% | +15.0% | -57.0% | -45.8% |
| 6M | -6.0% | +26.8% | -32.9% | -15.8% |
| YTD | -5.6% | +86.4% | -92.0% | -28.0% |
| 1Y | +38.0% | +115.1% | -77.1% | -1.9% |
| 3Y | +962.4% | +14.6% | +947.8% | +864.7% |
| 5Y | +336.5% | -8.8% | +345.3% | +338.6% |
| All | +336.5% | -8.5% | +345.0% | +338.6% |
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