+13.4%
RKLB vs DIS
+8.7%
+4.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.0% | +8.9% | +9.9% |
| 7D | +13.0% | +5.3% | +7.7% | +10.4% |
| 30D | -13.7% | +10.2% | -24.0% | -17.9% |
| 3M | -28.9% | +13.5% | -42.5% | -34.1% |
| 6M | -44.2% | +11.1% | -55.3% | -46.9% |
| YTD | -15.6% | +5.5% | -21.1% | -18.1% |
| All | +13.4% | +8.7% | +4.7% | +6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling