+535.9%
RKLB vs DOV
+62.6%
+473.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.4% | +0.3% |
| 7D | -2.9% | -1.9% | -1.0% | -1.0% |
| 30D | -22.6% | -9.9% | -12.7% | -14.4% |
| 3M | -41.0% | -12.1% | -28.9% | -34.2% |
| 6M | -10.1% | -10.4% | +0.3% | -1.3% |
| YTD | -11.2% | -3.3% | -7.9% | -10.5% |
| 1Y | +34.2% | +7.8% | +26.4% | +21.1% |
| 3Y | +899.4% | +36.3% | +863.0% | +640.4% |
| 5Y | +231.5% | +14.8% | +216.7% | +169.4% |
| All | +535.9% | +62.6% | +473.2% | +280.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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