+231.5%
RKLB vs DLTR
+29.9%
+201.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -2.9% | -9.4% | +6.5% | -0.7% |
| 30D | -22.6% | -7.3% | -15.2% | -21.4% |
| 3M | -41.0% | +7.6% | -48.6% | -42.6% |
| 6M | -10.1% | +1.6% | -11.7% | -11.7% |
| YTD | -11.2% | -3.5% | -7.6% | -11.3% |
| 1Y | +34.2% | +20.0% | +14.2% | +26.2% |
| 3Y | +899.4% | +2.3% | +897.1% | +848.7% |
| 5Y | +231.5% | +31.5% | +200.0% | +284.9% |
| All | +231.5% | +29.9% | +201.6% | +284.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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