+49.5%
RKLB vs DG
+23.4%
+26.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.4% |
| 7D | -0.2% | +8.4% | -8.6% | -1.6% |
| 30D | -14.1% | +4.9% | -19.1% | -14.8% |
| 3M | -46.4% | +29.3% | -75.8% | -50.7% |
| 6M | -10.6% | -11.3% | +0.6% | -2.4% |
| YTD | -7.9% | +1.8% | -9.6% | -6.7% |
| 1Y | +49.5% | +25.3% | +24.1% | +34.4% |
| All | +49.5% | +23.4% | +26.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling