+546.0%
RKLB vs DG
-35.7%
+581.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.4% |
| 7D | -2.0% | -6.5% | +4.4% | -0.9% |
| 30D | -22.4% | +4.2% | -26.6% | -23.1% |
| 3M | -45.2% | +9.5% | -54.7% | -46.5% |
| 6M | -12.5% | -13.1% | +0.6% | -10.5% |
| YTD | -9.8% | -4.8% | -4.9% | -9.5% |
| 1Y | +30.0% | +20.6% | +9.4% | +24.1% |
| 3Y | +942.2% | +4.9% | +937.3% | +881.2% |
| 5Y | +236.8% | -37.9% | +274.7% | +287.4% |
| All | +546.0% | -35.7% | +581.8% | +565.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling