+1,321.0%
RKLB vs DOW
-20.1%
+1,341.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.6% | -3.9% |
| 7D | +15.9% | +5.2% | +10.7% | +14.6% |
| 30D | +4.0% | +13.2% | -9.2% | +0.8% |
| 3M | -23.2% | +10.1% | -33.3% | -25.2% |
| 6M | -50.4% | -13.1% | -37.4% | -48.4% |
| YTD | -11.8% | +46.1% | -57.9% | -27.9% |
| 1Y | +36.0% | +50.0% | -14.0% | +9.8% |
| 3Y | +1,321.0% | -20.2% | +1,341.3% | +1,496.7% |
| All | +1,321.0% | -20.1% | +1,341.1% | +1,496.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling