+576.0%
RKLB vs DELL
+1,556.5%
-980.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.9% | +0.6% | +1.8% |
| 7D | +5.3% | +25.6% | -20.3% | -4.1% |
| 30D | -20.5% | +17.7% | -38.1% | -26.0% |
| 3M | -42.0% | +33.4% | -75.5% | -48.9% |
| 6M | -6.0% | +266.2% | -272.3% | -46.9% |
| YTD | -5.6% | +328.0% | -333.6% | -50.9% |
| 1Y | +38.0% | +339.6% | -301.6% | -29.3% |
| 3Y | +962.4% | +694.6% | +267.8% | +280.5% |
| 5Y | +336.5% | +1,122.0% | -785.5% | +19.5% |
| All | +576.0% | +1,556.5% | -980.5% | +76.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling