+204.4%
RKLB vs DD
+59.3%
+145.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.6% | -1.7% | -2.3% |
| 7D | 0.0% | -3.8% | +3.7% | +2.9% |
| 30D | -21.2% | -9.2% | -12.0% | -15.3% |
| 3M | -41.7% | -9.0% | -32.7% | -37.5% |
| 6M | -11.8% | -5.0% | -6.8% | -7.1% |
| YTD | -9.6% | +7.4% | -17.0% | -13.6% |
| 1Y | +34.1% | +35.1% | -1.0% | +8.1% |
| 3Y | +917.3% | +43.2% | +874.0% | +659.8% |
| 5Y | +204.4% | +59.6% | +144.7% | +113.4% |
| All | +204.4% | +59.3% | +145.1% | +113.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling