+308.8%
RKLB vs DGX
+66.8%
+242.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.1% |
| 7D | -2.0% | -0.9% | -1.1% | -1.8% |
| 30D | -22.4% | -1.2% | -21.3% | -22.2% |
| 3M | -45.2% | +15.8% | -60.9% | -47.4% |
| 6M | -12.5% | +18.2% | -30.7% | -16.8% |
| YTD | -9.8% | +37.2% | -47.0% | -19.0% |
| 1Y | +30.0% | +30.4% | -0.4% | +18.7% |
| 3Y | +942.2% | +96.7% | +845.5% | +687.0% |
| All | +308.8% | +66.8% | +242.0% | +187.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 5y: compounded portfolio wealth divided by compounded DGX 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…
5y analysis · Full analysis span regression · 6 months rolling