+255.2%
RKLB vs DIS
-32.6%
+287.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.4% | +15.8% | +15.7% |
| 7D | -3.0% | +5.2% | -8.3% | -7.3% |
| 30D | -26.2% | +11.5% | -37.7% | -33.2% |
| 3M | -29.9% | +11.5% | -41.4% | -37.1% |
| 6M | -37.3% | +8.9% | -46.2% | -43.2% |
| YTD | -23.9% | +3.4% | -27.3% | -28.1% |
| 1Y | +7.0% | +7.2% | -0.2% | -2.0% |
| 3Y | +1,120.0% | +43.3% | +1,076.7% | +716.4% |
| All | +255.2% | -32.6% | +287.8% | +341.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling