+345.9%
RKLB vs DIA
+57.9%
+287.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.8% | -2.3% |
| 7D | +39.3% | +1.6% | +37.7% | +35.0% |
| 30D | -0.2% | +1.2% | -1.5% | -2.8% |
| 3M | -21.1% | -2.4% | -18.7% | -16.8% |
| 6M | -45.5% | +5.7% | -51.2% | -51.1% |
| YTD | -8.2% | +9.9% | -18.1% | -22.9% |
| 1Y | +28.2% | +9.8% | +18.4% | +9.0% |
| 3Y | +1,366.1% | +59.8% | +1,306.4% | +537.2% |
| 5Y | +345.9% | +57.7% | +288.2% | +101.8% |
| All | +345.9% | +57.9% | +287.9% | +101.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling