+546.0%
RKLB vs DHR
+4.3%
+541.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -3.6% | +1.6% | -0.2% |
| 30D | -22.4% | -2.7% | -19.7% | -21.5% |
| 3M | -45.2% | +10.9% | -56.1% | -49.5% |
| 6M | -12.5% | +3.0% | -15.6% | -16.2% |
| YTD | -9.8% | -12.2% | +2.4% | -5.1% |
| 1Y | +30.0% | +3.3% | +26.7% | +21.5% |
| 3Y | +942.2% | -8.2% | +950.4% | +910.4% |
| 5Y | +236.8% | -29.9% | +266.7% | +274.4% |
| All | +546.0% | +4.3% | +541.7% | +447.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 10y: compounded portfolio wealth divided by compounded DHR 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…
10y analysis · Full analysis span regression · 6 months rolling