+336.5%
RKLB vs DRI
+70.3%
+266.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +3.7% |
| 7D | +5.3% | -1.2% | +6.5% | +6.1% |
| 30D | -20.5% | -0.4% | -20.1% | -20.7% |
| 3M | -42.0% | +9.5% | -51.6% | -46.8% |
| 6M | -6.0% | +6.5% | -12.5% | -12.1% |
| YTD | -5.6% | +18.4% | -24.0% | -18.7% |
| 1Y | +38.0% | +4.2% | +33.8% | +30.1% |
| 3Y | +962.4% | +57.1% | +905.3% | +603.2% |
| 5Y | +336.5% | +70.4% | +266.1% | +163.4% |
| All | +336.5% | +70.3% | +266.2% | +163.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling