+36.0%
RKLB vs DT
-2.7%
+38.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.7% | -3.9% |
| 7D | +15.9% | +3.1% | +12.8% | +15.5% |
| 30D | +4.0% | -29.5% | +33.5% | +8.0% |
| 3M | -23.2% | -11.7% | -11.5% | -21.4% |
| 6M | -50.4% | +29.0% | -79.4% | -51.3% |
| YTD | -11.8% | +3.4% | -15.2% | -5.5% |
| 1Y | +36.0% | -4.2% | +40.2% | +61.4% |
| All | +36.0% | -2.7% | +38.7% | +61.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling