+204.4%
RKLB vs DLR
+40.9%
+163.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.0% | -4.1% |
| 7D | 0.0% | +2.9% | -2.9% | -2.0% |
| 30D | -21.2% | -1.2% | -20.0% | -20.6% |
| 3M | -41.7% | +2.9% | -44.7% | -44.1% |
| 6M | -11.8% | +6.7% | -18.4% | -16.5% |
| YTD | -9.6% | +23.9% | -33.5% | -23.5% |
| 1Y | +34.1% | +18.6% | +15.5% | +16.9% |
| 3Y | +917.3% | +59.7% | +857.6% | +623.9% |
| 5Y | +204.4% | +42.1% | +162.3% | +113.2% |
| All | +204.4% | +40.9% | +163.5% | +113.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling