+231.5%
RKLB vs DKS
+12.8%
+218.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | -2.9% | -4.7% | +1.8% | -1.0% |
| 30D | -22.6% | -35.1% | +12.5% | -9.6% |
| 3M | -41.0% | -37.7% | -3.3% | -30.5% |
| 6M | -10.1% | -30.7% | +20.6% | +0.9% |
| YTD | -11.2% | -31.9% | +20.7% | +0.3% |
| 1Y | +34.2% | -40.0% | +74.2% | +59.5% |
| 3Y | +899.4% | +28.4% | +870.9% | +691.0% |
| 5Y | +231.5% | +12.4% | +219.1% | +127.9% |
| All | +231.5% | +12.8% | +218.7% | +127.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling