+204.4%
RKLB vs DOV
+16.3%
+188.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.5% | -2.5% |
| 7D | 0.0% | +1.3% | -1.4% | -1.3% |
| 30D | -21.2% | -8.6% | -12.6% | -13.7% |
| 3M | -41.7% | -13.1% | -28.6% | -33.8% |
| 6M | -11.8% | -8.8% | -2.9% | -4.5% |
| YTD | -9.6% | -1.2% | -8.4% | -11.0% |
| 1Y | +34.1% | +10.7% | +23.4% | +16.7% |
| 3Y | +917.3% | +39.3% | +878.0% | +615.2% |
| 5Y | +204.4% | +16.4% | +188.0% | +111.7% |
| All | +204.4% | +16.3% | +188.1% | +111.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling