+345.9%
RKLB vs DD
+67.6%
+278.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.6% | -2.7% |
| 7D | +39.3% | +6.7% | +32.6% | +32.8% |
| 30D | -0.2% | +19.4% | -19.6% | -12.8% |
| 3M | -21.1% | +7.6% | -28.7% | -25.2% |
| 6M | -45.5% | +2.9% | -48.4% | -46.5% |
| YTD | -8.2% | +29.9% | -38.0% | -24.2% |
| 1Y | +28.2% | +28.6% | -0.4% | +6.9% |
| 3Y | +1,366.1% | +90.0% | +1,276.1% | +764.2% |
| 5Y | +345.9% | +68.1% | +277.7% | +175.3% |
| All | +345.9% | +67.6% | +278.3% | +175.3% |
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 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