+546.0%
RKLB vs DIA
+94.2%
+451.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | -0.4% |
| 7D | -2.0% | -1.6% | -0.5% | +1.1% |
| 30D | -22.4% | -2.0% | -20.4% | -19.3% |
| 3M | -45.2% | +3.6% | -48.8% | -48.9% |
| 6M | -12.5% | +11.5% | -24.0% | -27.7% |
| YTD | -9.8% | +10.4% | -20.1% | -23.9% |
| 1Y | +30.0% | +15.6% | +14.4% | +1.9% |
| 3Y | +942.2% | +58.9% | +883.3% | +394.9% |
| 5Y | +236.8% | +65.3% | +171.5% | +56.3% |
| All | +546.0% | +94.2% | +451.9% | +136.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling