-7.4%
RKLB vs DG
+45.3%
-52.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.5% | -12.3% | -4.1% |
| 7D | -10.6% | +12.3% | -22.9% | -11.3% |
| 30D | -28.3% | +19.3% | -47.6% | -30.0% |
| 3M | -29.7% | +11.9% | -41.5% | -30.7% |
| 6M | -34.8% | +25.0% | -59.8% | -38.8% |
| YTD | -24.9% | +8.7% | -33.7% | -24.4% |
| 1Y | -7.4% | +44.7% | -52.1% | -27.0% |
| All | -7.4% | +45.3% | -52.7% | -27.0% |
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