+30.0%
RKLB vs DKS
-39.2%
+69.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.2% |
| 7D | -2.0% | -3.0% | +0.9% | -1.3% |
| 30D | -22.4% | -33.4% | +10.9% | -13.2% |
| 3M | -45.2% | -39.4% | -5.8% | -36.6% |
| 6M | -12.5% | -30.1% | +17.6% | -5.7% |
| YTD | -9.8% | -31.0% | +21.2% | -1.9% |
| 1Y | +30.0% | -40.2% | +70.1% | +44.3% |
| All | +30.0% | -39.2% | +69.2% | +44.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling