+576.0%
RKLB vs DIS
-26.9%
+602.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.7% |
| 7D | +5.3% | -1.1% | +6.4% | +6.2% |
| 30D | -20.5% | +0.1% | -20.6% | -21.2% |
| 3M | -42.0% | +7.1% | -49.1% | -45.9% |
| 6M | -6.0% | +4.3% | -10.3% | -10.1% |
| YTD | -5.6% | -6.9% | +1.4% | -1.9% |
| 1Y | +38.0% | -10.3% | +48.3% | +47.8% |
| 3Y | +962.4% | +32.8% | +929.6% | +709.2% |
| 5Y | +336.5% | -41.5% | +378.0% | +446.7% |
| All | +576.0% | -26.9% | +602.9% | +738.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIS.
Daily Out/Under-Performance
Portfolio return minus DIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIS 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 DIS 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