-7.4%
RKLB vs DOW
+50.2%
-57.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.2% | -0.6% | -4.0% |
| 7D | -10.6% | -4.2% | -6.4% | -10.9% |
| 30D | -28.3% | +14.7% | -43.0% | -27.5% |
| 3M | -29.7% | +9.1% | -38.8% | -29.0% |
| 6M | -34.8% | -17.7% | -17.1% | -31.9% |
| YTD | -24.9% | +44.6% | -69.5% | -37.5% |
| 1Y | -7.4% | +51.9% | -59.3% | -24.8% |
| All | -7.4% | +50.2% | -57.7% | -24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling