+34.2%
RKLB vs DOW
+29.9%
+4.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.8% |
| 7D | -2.9% | -2.4% | -0.5% | -2.8% |
| 30D | -22.6% | -4.1% | -18.5% | -22.4% |
| 3M | -41.0% | -12.4% | -28.6% | -39.6% |
| 6M | -10.1% | -10.6% | +0.5% | -11.2% |
| YTD | -11.2% | +31.1% | -42.3% | -25.9% |
| 1Y | +34.2% | +30.5% | +3.7% | +11.0% |
| All | +34.2% | +29.9% | +4.3% | +11.0% |
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