+925.8%
RKLB vs DTE
+45.3%
+880.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.3% |
| 7D | -2.9% | -2.0% | -0.9% | -2.1% |
| 30D | -22.6% | -2.4% | -20.2% | -21.8% |
| 3M | -41.0% | -7.3% | -33.7% | -39.6% |
| 6M | -10.1% | -7.6% | -2.5% | -7.7% |
| YTD | -11.2% | +5.8% | -17.0% | -14.9% |
| 1Y | +34.2% | +2.3% | +31.9% | +31.0% |
| All | +925.8% | +45.3% | +880.5% | +716.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling