+535.9%
RKLB vs DGX
+104.8%
+431.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | +0.1% | -1.3% |
| 7D | -2.9% | -3.5% | +0.6% | -2.1% |
| 30D | -22.6% | -2.7% | -19.9% | -22.1% |
| 3M | -41.0% | +13.9% | -54.9% | -43.0% |
| 6M | -10.1% | +16.0% | -26.1% | -13.6% |
| YTD | -11.2% | +34.9% | -46.1% | -18.9% |
| 1Y | +34.2% | +30.6% | +3.6% | +23.8% |
| 3Y | +899.4% | +93.0% | +806.4% | +693.8% |
| 5Y | +231.5% | +64.4% | +167.1% | +162.2% |
| All | +535.9% | +104.8% | +431.1% | +402.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling