+925.8%
RKLB vs DHR
-6.9%
+932.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.1% |
| 7D | -2.9% | -5.0% | +2.1% | -1.3% |
| 30D | -22.6% | -3.3% | -19.2% | -21.8% |
| 3M | -41.0% | +9.4% | -50.4% | -43.9% |
| 6M | -10.1% | +3.2% | -13.3% | -12.0% |
| YTD | -11.2% | -12.0% | +0.9% | -6.5% |
| 1Y | +34.2% | +4.9% | +29.3% | +27.5% |
| All | +925.8% | -6.9% | +932.7% | +864.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling