+330.6%
RKLB vs DOV
+29.1%
+301.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.2% |
| 7D | +15.9% | +3.0% | +12.9% | +12.8% |
| 30D | +4.0% | +8.6% | -4.6% | -3.9% |
| 3M | -23.2% | +1.9% | -25.0% | -24.3% |
| 6M | -50.4% | -1.7% | -48.8% | -50.1% |
| YTD | -11.8% | +8.3% | -20.1% | -20.8% |
| 1Y | +36.0% | +16.6% | +19.4% | +13.3% |
| 3Y | +1,321.0% | +65.1% | +1,255.9% | +727.6% |
| All | +330.6% | +29.1% | +301.5% | +198.3% |
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