+535.9%
RKLB vs DD
+75.8%
+460.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.4% |
| 7D | -2.9% | -2.9% | 0.0% | -0.9% |
| 30D | -22.6% | -11.5% | -11.1% | -15.7% |
| 3M | -41.0% | -5.4% | -35.6% | -38.7% |
| 6M | -10.1% | -6.9% | -3.2% | -4.4% |
| YTD | -11.2% | +6.9% | -18.1% | -14.3% |
| 1Y | +34.2% | +35.6% | -1.4% | +10.2% |
| 3Y | +899.4% | +42.5% | +856.8% | +673.8% |
| 5Y | +231.5% | +58.5% | +173.0% | +138.9% |
| All | +535.9% | +75.8% | +460.1% | +352.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DD.
Daily Out/Under-Performance
Portfolio return minus DD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DD 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 DD 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