+30.0%
RKLB vs DELL
+359.9%
-330.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +12.0% | -10.4% | -2.4% |
| 7D | -2.0% | +8.2% | -10.3% | -4.9% |
| 30D | -22.4% | +17.1% | -39.5% | -27.0% |
| 3M | -45.2% | +45.2% | -90.3% | -52.4% |
| 6M | -12.5% | +286.8% | -299.3% | -48.3% |
| YTD | -9.8% | +354.8% | -364.5% | -48.5% |
| 1Y | +30.0% | +358.3% | -328.3% | -20.2% |
| All | +30.0% | +359.9% | -330.0% | -20.2% |
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