+990.6%
RKLB vs DG
+7.4%
+983.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.0% | +6.5% | +2.9% |
| 7D | +5.3% | -2.5% | +7.8% | +5.5% |
| 30D | -20.5% | +1.0% | -21.5% | -20.6% |
| 3M | -42.0% | +20.3% | -62.4% | -43.5% |
| 6M | -6.0% | -11.7% | +5.7% | -4.6% |
| YTD | -5.6% | -2.3% | -3.3% | -5.3% |
| 1Y | +38.0% | +20.0% | +18.0% | +35.0% |
| All | +990.6% | +7.4% | +983.2% | +834.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling