+531.5%
RKLB vs DIA
+93.7%
+437.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.2% |
| 7D | +15.9% | +2.1% | +13.8% | +11.5% |
| 30D | +4.0% | +1.5% | +2.5% | +1.0% |
| 3M | -23.2% | -2.4% | -20.8% | -19.2% |
| 6M | -50.4% | +6.0% | -56.4% | -55.4% |
| YTD | -11.8% | +10.1% | -21.9% | -25.1% |
| 1Y | +36.0% | +11.8% | +24.2% | +12.9% |
| 3Y | +1,321.0% | +59.7% | +1,261.3% | +568.3% |
| 5Y | +328.2% | +57.9% | +270.3% | +107.6% |
| All | +531.5% | +93.7% | +437.8% | +132.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling