+559.5%
RKLB vs DKS
+179.1%
+380.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.9% |
| 7D | -0.2% | +3.0% | -3.2% | -1.3% |
| 30D | -14.1% | -30.5% | +16.4% | -3.8% |
| 3M | -46.4% | -35.7% | -10.7% | -38.5% |
| 6M | -10.6% | -29.7% | +19.1% | -1.1% |
| YTD | -7.9% | -28.9% | +21.0% | +1.3% |
| 1Y | +49.5% | -35.9% | +85.3% | +70.4% |
| 3Y | +913.6% | +28.2% | +885.4% | +751.0% |
| 5Y | +375.3% | +11.8% | +363.5% | +262.1% |
| All | +559.5% | +179.1% | +380.4% | +352.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling