+546.0%
RKLB vs DTE
+43.0%
+503.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.1% |
| 7D | -2.0% | -2.6% | +0.5% | -1.1% |
| 30D | -22.4% | -4.4% | -18.0% | -21.2% |
| 3M | -45.2% | -8.3% | -36.8% | -43.7% |
| 6M | -12.5% | -8.1% | -4.4% | -10.3% |
| YTD | -9.8% | +4.4% | -14.2% | -12.1% |
| 1Y | +30.0% | +0.2% | +29.8% | +28.8% |
| 3Y | +942.2% | +42.6% | +899.6% | +807.9% |
| 5Y | +236.8% | +31.5% | +205.3% | +211.0% |
| All | +546.0% | +43.0% | +503.1% | +473.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 10y: compounded portfolio wealth divided by compounded DTE 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…
10y analysis · Full analysis span regression · 6 months rolling