-7.4%
RKLB vs DIA
+15.0%
-22.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -11.7% |
| 7D | -10.6% | +1.6% | -12.2% | -14.5% |
| 30D | -28.3% | +4.1% | -32.4% | -36.2% |
| 3M | -29.7% | -1.0% | -28.7% | -27.7% |
| 6M | -34.8% | +9.7% | -44.4% | -50.3% |
| YTD | -24.9% | +12.2% | -37.1% | -48.1% |
| 1Y | -7.4% | +14.9% | -22.3% | -40.4% |
| All | -7.4% | +15.0% | -22.4% | -40.4% |
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