+504.1%
RKLB vs DFNS
-100.0%
+604.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DFNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -3.0% | +13.9% | +10.9% |
| 7D | +13.0% | -42.8% | +55.9% | +13.2% |
| 30D | -13.7% | -67.6% | +53.8% | -13.5% |
| 3M | -28.9% | -94.9% | +65.9% | -28.6% |
| 6M | -44.2% | -96.7% | +52.5% | -44.2% |
| YTD | -15.6% | -99.6% | +84.0% | -16.1% |
| 1Y | +14.0% | -99.7% | +113.7% | +13.1% |
| 3Y | +1,275.2% | -100.0% | +1,375.2% | +1,025.8% |
| 5Y | +296.6% | -100.0% | +396.6% | +235.7% |
| All | +504.1% | -100.0% | +604.0% | +401.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling