+576.0%
RKLB vs DD
+81.3%
+494.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.6% |
| 7D | +5.3% | -0.6% | +5.9% | +5.7% |
| 30D | -20.5% | -7.4% | -13.1% | -16.1% |
| 3M | -42.0% | -6.4% | -35.6% | -39.4% |
| 6M | -6.0% | -2.5% | -3.6% | -3.2% |
| YTD | -5.6% | +10.2% | -15.8% | -10.9% |
| 1Y | +38.0% | +36.9% | +1.1% | +12.5% |
| 3Y | +962.4% | +47.0% | +915.4% | +704.9% |
| 5Y | +336.5% | +63.1% | +273.4% | +207.8% |
| All | +576.0% | +81.3% | +494.7% | +370.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling