+204.4%
RKLB vs DT
-28.0%
+232.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.6% |
| 7D | 0.0% | -0.5% | +0.5% | +0.1% |
| 30D | -21.2% | +0.1% | -21.3% | -21.7% |
| 3M | -41.7% | +24.1% | -65.8% | -49.4% |
| 6M | -11.8% | +30.1% | -41.9% | -27.8% |
| YTD | -9.6% | +16.8% | -26.3% | -22.1% |
| 1Y | +34.1% | -0.1% | +34.2% | +28.2% |
| 3Y | +917.3% | +6.8% | +910.4% | +821.2% |
| 5Y | +204.4% | -28.4% | +232.8% | +191.5% |
| All | +204.4% | -28.0% | +232.3% | +191.5% |
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