+204.4%
RKLB vs DIA
+63.0%
+141.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.5% | -2.7% |
| 7D | 0.0% | -1.2% | +1.2% | +2.5% |
| 30D | -21.2% | -2.7% | -18.5% | -16.7% |
| 3M | -41.7% | +3.3% | -45.0% | -45.4% |
| 6M | -11.8% | +10.4% | -22.2% | -26.4% |
| YTD | -9.6% | +10.0% | -19.6% | -23.9% |
| 1Y | +34.1% | +16.2% | +17.9% | +2.9% |
| 3Y | +917.3% | +58.7% | +858.5% | +365.0% |
| 5Y | +204.4% | +63.6% | +140.8% | +40.2% |
| All | +204.4% | +63.0% | +141.4% | +40.2% |
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