+576.0%
RKLB vs DHR
+7.0%
+569.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +3.1% |
| 7D | +5.3% | -0.8% | +6.1% | +5.7% |
| 30D | -20.5% | +0.2% | -20.7% | -20.9% |
| 3M | -42.0% | +12.1% | -54.1% | -47.0% |
| 6M | -6.0% | +5.4% | -11.5% | -11.0% |
| YTD | -5.6% | -10.0% | +4.4% | -2.0% |
| 1Y | +38.0% | +4.1% | +33.9% | +28.9% |
| 3Y | +962.4% | -5.2% | +967.6% | +910.8% |
| 5Y | +336.5% | -28.2% | +364.7% | +378.7% |
| All | +576.0% | +7.0% | +569.0% | +464.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling