+925.8%
RKLB vs DELL
+647.5%
+278.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.3% | +3.6% | +0.1% |
| 7D | -2.9% | -1.9% | -1.0% | -2.3% |
| 30D | -22.6% | +14.9% | -37.4% | -26.8% |
| 3M | -41.0% | +37.2% | -78.2% | -47.7% |
| 6M | -10.1% | +254.0% | -264.1% | -45.1% |
| YTD | -11.2% | +306.1% | -317.3% | -49.0% |
| 1Y | +34.2% | +312.3% | -278.1% | -23.5% |
| All | +925.8% | +647.5% | +278.4% | +428.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling