+559.5%
RKLB vs DLR
+63.9%
+495.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.5% |
| 7D | -0.2% | +1.6% | -1.8% | -1.1% |
| 30D | -14.1% | -3.4% | -10.8% | -12.4% |
| 3M | -46.4% | +0.5% | -46.9% | -47.4% |
| 6M | -10.6% | +4.6% | -15.2% | -13.5% |
| YTD | -7.9% | +23.4% | -31.3% | -19.4% |
| 1Y | +49.5% | +19.0% | +30.4% | +33.4% |
| 3Y | +913.6% | +56.5% | +857.0% | +692.7% |
| 5Y | +375.3% | +33.3% | +342.0% | +232.0% |
| All | +559.5% | +63.9% | +495.6% | +390.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling