+559.5%
RKLB vs DRI
+134.5%
+425.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | -0.2% | +0.6% | -0.8% | -0.6% |
| 30D | -14.1% | +3.8% | -18.0% | -16.3% |
| 3M | -46.4% | +13.0% | -59.4% | -51.2% |
| 6M | -10.6% | +8.3% | -19.0% | -16.3% |
| YTD | -7.9% | +20.6% | -28.5% | -19.6% |
| 1Y | +49.5% | +6.5% | +43.0% | +40.6% |
| 3Y | +913.6% | +53.7% | +859.9% | +643.6% |
| 5Y | +375.3% | +72.7% | +302.6% | +213.6% |
| All | +559.5% | +134.5% | +425.0% | +327.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling