+531.5%
RKLB vs DD
+112.3%
+419.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.5% |
| 7D | +15.9% | +5.0% | +11.0% | +12.3% |
| 30D | +4.0% | +19.7% | -15.7% | -7.9% |
| 3M | -23.2% | +7.2% | -30.4% | -26.5% |
| 6M | -50.4% | +1.0% | -51.5% | -50.6% |
| YTD | -11.8% | +29.1% | -40.9% | -25.1% |
| 1Y | +36.0% | +28.5% | +7.5% | +16.2% |
| 3Y | +1,321.0% | +89.4% | +1,231.6% | +812.5% |
| 5Y | +328.2% | +67.1% | +261.0% | +181.4% |
| All | +531.5% | +112.3% | +419.1% | +295.7% |
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