-7.4%
RKLB vs DE
+49.6%
-57.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.6% | -5.4% | -4.3% |
| 7D | -10.6% | +5.6% | -16.2% | -12.2% |
| 30D | -28.3% | -0.8% | -27.4% | -28.1% |
| 3M | -29.7% | +9.8% | -39.5% | -31.8% |
| 6M | -34.8% | +17.5% | -52.3% | -38.4% |
| YTD | -24.9% | +46.5% | -71.4% | -32.7% |
| 1Y | -7.4% | +46.1% | -53.5% | -18.5% |
| All | -7.4% | +49.6% | -57.0% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 1y: compounded portfolio wealth divided by compounded DE 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…
1y analysis · Full analysis span regression · 6 months rolling