+329.8%
RKLB vs DRI
+75.0%
+254.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +7.0% | +6.9% |
| 7D | +15.2% | +4.2% | +11.0% | +11.9% |
| 30D | -8.1% | +15.7% | -23.7% | -17.5% |
| 3M | -21.7% | +5.8% | -27.4% | -25.8% |
| 6M | -40.5% | +18.4% | -59.0% | -49.3% |
| YTD | -10.1% | +28.2% | -38.3% | -28.1% |
| 1Y | +20.8% | +35.9% | -15.1% | -8.1% |
| 3Y | +1,335.0% | +67.7% | +1,267.3% | +773.9% |
| 5Y | +329.8% | +77.9% | +251.9% | +128.9% |
| All | +329.8% | +75.0% | +254.8% | +128.9% |
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