-7.4%
RKLB vs DLR
+11.0%
-18.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.4% | -5.7% |
| 7D | -10.6% | +2.8% | -13.5% | -12.4% |
| 30D | -28.3% | +2.8% | -31.1% | -29.5% |
| 3M | -29.7% | -4.0% | -25.7% | -27.8% |
| 6M | -34.8% | -5.6% | -29.2% | -29.8% |
| YTD | -24.9% | +21.9% | -46.9% | -40.1% |
| 1Y | -7.4% | +13.0% | -20.4% | -19.9% |
| All | -7.4% | +11.0% | -18.4% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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