+535.9%
RKLB vs DLR
+61.2%
+474.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.2% | -0.6% |
| 7D | -2.9% | -1.3% | -1.6% | -2.1% |
| 30D | -22.6% | -2.9% | -19.7% | -21.2% |
| 3M | -41.0% | +3.2% | -44.2% | -43.1% |
| 6M | -10.1% | +3.9% | -14.0% | -12.6% |
| YTD | -11.2% | +21.4% | -32.6% | -21.6% |
| 1Y | +34.2% | +9.7% | +24.5% | +26.0% |
| 3Y | +899.4% | +56.5% | +842.8% | +683.1% |
| 5Y | +231.5% | +41.5% | +190.0% | +142.4% |
| All | +535.9% | +61.2% | +474.7% | +377.0% |
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