+49.5%
RKLB vs DIA
+19.6%
+29.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +2.2% |
| 7D | -0.2% | -0.2% | 0.0% | +0.3% |
| 30D | -14.1% | -1.5% | -12.6% | -10.3% |
| 3M | -46.4% | +3.8% | -50.2% | -51.9% |
| 6M | -10.6% | +10.3% | -20.9% | -32.5% |
| YTD | -7.9% | +12.1% | -20.0% | -34.6% |
| 1Y | +49.5% | +18.6% | +30.8% | -3.5% |
| All | +49.5% | +19.6% | +29.9% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 1y: compounded portfolio wealth divided by compounded DIA 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…
1y analysis · Full analysis span regression · 6 months rolling