+546.0%
RKLB vs DKS
+170.8%
+375.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.1% |
| 7D | -2.0% | -3.0% | +0.9% | -1.0% |
| 30D | -22.4% | -33.4% | +10.9% | -11.8% |
| 3M | -45.2% | -39.4% | -5.8% | -35.7% |
| 6M | -12.5% | -30.1% | +17.6% | -3.1% |
| YTD | -9.8% | -31.0% | +21.2% | +0.3% |
| 1Y | +30.0% | -40.2% | +70.1% | +52.2% |
| 3Y | +942.2% | +30.9% | +911.3% | +767.3% |
| 5Y | +236.8% | +14.0% | +222.8% | +159.4% |
| All | +546.0% | +170.8% | +375.2% | +347.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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