+535.9%
RKLB vs DHI
+85.2%
+450.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.7% | -0.9% |
| 7D | -2.9% | -6.1% | +3.2% | -0.8% |
| 30D | -22.6% | -10.1% | -12.5% | -19.9% |
| 3M | -41.0% | -7.3% | -33.7% | -40.0% |
| 6M | -10.1% | -6.1% | -4.0% | -8.9% |
| YTD | -11.2% | -5.0% | -6.1% | -11.3% |
| 1Y | +34.2% | -22.1% | +56.3% | +42.9% |
| 3Y | +899.4% | +19.2% | +880.1% | +710.8% |
| 5Y | +231.5% | +59.4% | +172.1% | +117.6% |
| All | +535.9% | +85.2% | +450.7% | +292.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling