+546.0%
RKLB vs DELL
+1,660.2%
-1,114.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +12.0% | -10.4% | -3.0% |
| 7D | -2.0% | +8.2% | -10.3% | -5.3% |
| 30D | -22.4% | +17.1% | -39.5% | -27.8% |
| 3M | -45.2% | +45.2% | -90.3% | -53.4% |
| 6M | -12.5% | +286.8% | -299.3% | -51.8% |
| YTD | -9.8% | +354.8% | -364.5% | -54.3% |
| 1Y | +30.0% | +358.3% | -328.3% | -34.6% |
| 3Y | +942.2% | +724.9% | +217.3% | +268.0% |
| 5Y | +236.8% | +1,193.7% | -956.9% | -10.3% |
| All | +546.0% | +1,660.2% | -1,114.1% | +64.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling