+535.9%
RKLB vs DOW
-28.5%
+564.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -2.1% |
| 7D | -2.9% | -2.4% | -0.5% | -2.1% |
| 30D | -22.6% | -4.1% | -18.5% | -21.5% |
| 3M | -41.0% | -12.4% | -28.6% | -38.6% |
| 6M | -10.1% | -10.6% | +0.5% | -9.9% |
| YTD | -11.2% | +31.1% | -42.3% | -27.0% |
| 1Y | +34.2% | +30.5% | +3.7% | +9.7% |
| 3Y | +899.4% | -34.4% | +933.8% | +1,055.8% |
| 5Y | +231.5% | -35.5% | +267.0% | +281.5% |
| All | +535.9% | -28.5% | +564.4% | +613.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling