+231.5%
RKLB vs DELL
+1,035.2%
-803.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.3% | +3.6% | +0.3% |
| 7D | -2.9% | -1.9% | -1.0% | -2.2% |
| 30D | -22.6% | +14.9% | -37.4% | -27.3% |
| 3M | -41.0% | +37.2% | -78.2% | -48.6% |
| 6M | -10.1% | +254.0% | -264.1% | -48.6% |
| YTD | -11.2% | +306.1% | -317.3% | -52.9% |
| 1Y | +34.2% | +312.3% | -278.1% | -29.6% |
| 3Y | +899.4% | +654.0% | +245.3% | +261.9% |
| 5Y | +231.5% | +1,055.3% | -823.8% | +5.9% |
| All | +231.5% | +1,035.2% | -803.7% | +5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling