+559.5%
RKLB vs DIS
-26.7%
+586.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +2.0% |
| 7D | -0.2% | -2.6% | +2.4% | +1.8% |
| 30D | -14.1% | +3.5% | -17.6% | -17.1% |
| 3M | -46.4% | +6.8% | -53.2% | -49.9% |
| 6M | -10.6% | +3.0% | -13.6% | -13.7% |
| YTD | -7.9% | -6.7% | -1.2% | -4.4% |
| 1Y | +49.5% | -10.1% | +59.6% | +59.8% |
| 3Y | +913.6% | +33.0% | +880.5% | +670.8% |
| 5Y | +375.3% | -40.0% | +415.3% | +489.9% |
| All | +559.5% | -26.7% | +586.2% | +716.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling