+308.8%
RKLB vs DHI
+61.2%
+247.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.0% |
| 7D | -2.0% | -3.4% | +1.4% | -0.8% |
| 30D | -22.4% | -5.4% | -17.0% | -21.0% |
| 3M | -45.2% | -10.4% | -34.7% | -43.5% |
| 6M | -12.5% | -2.8% | -9.8% | -12.4% |
| YTD | -9.8% | -3.4% | -6.3% | -10.5% |
| 1Y | +30.0% | -22.9% | +52.9% | +39.8% |
| 3Y | +942.2% | +20.7% | +921.5% | +701.2% |
| All | +308.8% | +61.2% | +247.5% | +136.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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