+576.0%
RKLB vs DE
+177.9%
+398.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.4% | +3.5% |
| 7D | +5.3% | +0.7% | +4.6% | +4.8% |
| 30D | -20.5% | +9.6% | -30.1% | -24.9% |
| 3M | -42.0% | +19.0% | -61.0% | -48.1% |
| 6M | -6.0% | +16.1% | -22.1% | -14.6% |
| YTD | -5.6% | +47.0% | -52.6% | -26.2% |
| 1Y | +38.0% | +43.1% | -5.1% | +9.2% |
| 3Y | +962.4% | +77.5% | +884.9% | +640.5% |
| 5Y | +336.5% | +96.4% | +240.2% | +188.5% |
| All | +576.0% | +177.9% | +398.1% | +331.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling