+336.5%
RKLB vs DFNS
-99.9%
+436.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DFNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +2.5% |
| 7D | +5.3% | +0.8% | +4.5% | +5.3% |
| 30D | -20.5% | -73.2% | +52.8% | -20.3% |
| 3M | -42.0% | -72.4% | +30.4% | -42.2% |
| 6M | -6.0% | -95.2% | +89.2% | -6.7% |
| YTD | -5.6% | -98.0% | +92.4% | -6.5% |
| 1Y | +38.0% | -98.3% | +136.3% | +36.8% |
| 3Y | +962.4% | -99.9% | +1,062.3% | +769.6% |
| 5Y | +336.5% | -99.9% | +436.4% | +274.9% |
| All | +336.5% | -99.9% | +436.4% | +274.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DFNS.
Daily Out/Under-Performance
Portfolio return minus DFNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DFNS 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 DFNS 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