-7.4%
RKLB vs DELL
+142.0%
-149.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -8.8% | +5.0% | -0.4% |
| 7D | -10.6% | -24.6% | +14.0% | -0.7% |
| 30D | -28.3% | -32.5% | +4.2% | -17.0% |
| 3M | -29.7% | -20.2% | -9.5% | -24.0% |
| 6M | -34.8% | +76.5% | -111.3% | -50.4% |
| YTD | -24.9% | +198.9% | -223.9% | -48.7% |
| 1Y | -7.4% | +143.3% | -150.8% | -28.5% |
| All | -7.4% | +142.0% | -149.5% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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