+944.2%
RKLB vs DT
+6.3%
+937.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.5% |
| 7D | 0.0% | -0.5% | +0.5% | +0.1% |
| 30D | -21.2% | +0.1% | -21.3% | -21.6% |
| 3M | -41.7% | +24.1% | -65.8% | -48.2% |
| 6M | -11.8% | +30.1% | -41.9% | -25.6% |
| YTD | -9.6% | +16.8% | -26.3% | -19.1% |
| 1Y | +34.1% | -0.1% | +34.2% | +34.8% |
| All | +944.2% | +6.3% | +937.9% | +869.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling