+557.5%
RKLB vs DRI
+148.4%
+409.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.9% |
| 7D | +39.3% | -0.3% | +39.6% | +39.6% |
| 30D | -0.2% | +10.8% | -11.1% | -6.5% |
| 3M | -21.1% | +0.9% | -22.0% | -22.4% |
| 6M | -45.5% | +16.3% | -61.8% | -51.6% |
| YTD | -8.2% | +27.8% | -35.9% | -23.2% |
| 1Y | +28.2% | +33.9% | -5.6% | +3.9% |
| 3Y | +1,366.1% | +67.2% | +1,298.9% | +914.4% |
| 5Y | +345.9% | +79.0% | +266.9% | +183.3% |
| All | +557.5% | +148.4% | +409.1% | +308.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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