+330.6%
RKLB vs DT
-37.8%
+368.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.7% | -3.8% |
| 7D | +15.9% | +3.1% | +12.8% | +14.1% |
| 30D | +4.0% | -29.5% | +33.5% | +24.6% |
| 3M | -23.2% | -11.7% | -11.5% | -19.3% |
| 6M | -50.4% | +29.0% | -79.4% | -59.1% |
| YTD | -11.8% | +3.4% | -15.2% | -19.9% |
| 1Y | +36.0% | -4.2% | +40.2% | +30.2% |
| 3Y | +1,321.0% | -12.8% | +1,333.9% | +1,328.0% |
| All | +330.6% | -37.8% | +368.4% | +340.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling