+546.0%
RKLB vs DT
+41.9%
+504.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +2.0% |
| 7D | -2.0% | -1.6% | -0.4% | -1.3% |
| 30D | -22.4% | +3.0% | -25.5% | -24.2% |
| 3M | -45.2% | +26.5% | -71.7% | -52.6% |
| 6M | -12.5% | +35.9% | -48.5% | -29.7% |
| YTD | -9.8% | +17.8% | -27.6% | -22.3% |
| 1Y | +30.0% | +4.1% | +25.9% | +21.3% |
| 3Y | +942.2% | +5.3% | +936.9% | +856.4% |
| 5Y | +236.8% | -27.2% | +264.0% | +237.0% |
| All | +546.0% | +41.9% | +504.2% | +458.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DT.
Daily Out/Under-Performance
Portfolio return minus DT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DT 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 DT 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