+231.5%
RKLB vs DE
+97.0%
+134.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -2.9% | -2.4% | -0.5% | -1.5% |
| 30D | -22.6% | +9.7% | -32.3% | -27.3% |
| 3M | -41.0% | +21.4% | -62.4% | -48.4% |
| 6M | -10.1% | +15.0% | -25.1% | -18.7% |
| YTD | -11.2% | +46.4% | -57.6% | -32.2% |
| 1Y | +34.2% | +45.6% | -11.4% | +2.2% |
| 3Y | +899.4% | +76.8% | +822.6% | +566.1% |
| 5Y | +231.5% | +99.4% | +132.1% | +101.6% |
| All | +231.5% | +97.0% | +134.5% | +101.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling