+535.9%
RKLB vs DBX
+83.6%
+452.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.5% |
| 7D | -2.9% | -1.8% | -1.1% | -2.1% |
| 30D | -22.6% | +2.8% | -25.4% | -24.4% |
| 3M | -41.0% | +26.8% | -67.8% | -49.9% |
| 6M | -10.1% | +32.8% | -42.9% | -27.2% |
| YTD | -11.2% | +26.1% | -37.3% | -26.1% |
| 1Y | +34.2% | +14.1% | +20.1% | +17.7% |
| 3Y | +899.4% | +25.7% | +873.6% | +678.4% |
| 5Y | +231.5% | +11.2% | +220.4% | +149.0% |
| All | +535.9% | +83.6% | +452.2% | +354.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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