+557.5%
RKLB vs DLR
+60.7%
+496.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.9% |
| 7D | +39.3% | +5.0% | +34.3% | +35.3% |
| 30D | -0.2% | +3.0% | -3.2% | -1.4% |
| 3M | -21.1% | -6.3% | -14.8% | -17.5% |
| 6M | -45.5% | -4.8% | -40.7% | -44.2% |
| YTD | -8.2% | +21.0% | -29.2% | -18.2% |
| 1Y | +28.2% | +15.1% | +13.1% | +17.9% |
| 3Y | +1,366.1% | +56.0% | +1,310.1% | +1,060.0% |
| 5Y | +345.9% | +39.1% | +306.7% | +225.6% |
| All | +557.5% | +60.7% | +496.9% | +397.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling