+308.8%
RKLB vs DTE
+30.3%
+278.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +2.1% |
| 7D | -2.0% | -2.6% | +0.5% | -1.0% |
| 30D | -22.4% | -4.4% | -18.0% | -21.1% |
| 3M | -45.2% | -8.3% | -36.8% | -43.6% |
| 6M | -12.5% | -8.1% | -4.4% | -10.1% |
| YTD | -9.8% | +4.4% | -14.2% | -12.4% |
| 1Y | +30.0% | +0.2% | +29.8% | +28.6% |
| 3Y | +942.2% | +42.6% | +899.6% | +786.1% |
| All | +308.8% | +30.3% | +278.5% | +293.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling