+559.5%
RKLB vs DT
+44.2%
+515.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.6% |
| 7D | -0.2% | -3.3% | +3.1% | +1.4% |
| 30D | -14.1% | +2.0% | -16.2% | -15.6% |
| 3M | -46.4% | +20.0% | -66.4% | -52.2% |
| 6M | -10.6% | +39.3% | -49.9% | -29.2% |
| YTD | -7.9% | +19.8% | -27.6% | -21.2% |
| 1Y | +49.5% | +4.3% | +45.2% | +39.5% |
| 3Y | +913.6% | +7.7% | +905.9% | +819.2% |
| 5Y | +375.3% | -26.8% | +402.1% | +375.0% |
| All | +559.5% | +44.2% | +515.3% | +466.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling