+547.3%
RKLB vs DTE
+46.7%
+500.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.9% |
| 7D | 0.0% | 0.0% | -0.1% | 0.0% |
| 30D | -21.2% | -0.5% | -20.7% | -21.0% |
| 3M | -41.7% | -6.0% | -35.7% | -40.7% |
| 6M | -11.8% | -7.2% | -4.6% | -9.8% |
| YTD | -9.6% | +7.2% | -16.8% | -12.7% |
| 1Y | +34.1% | +4.1% | +30.0% | +31.2% |
| 3Y | +917.3% | +46.9% | +870.4% | +777.3% |
| 5Y | +204.4% | +32.9% | +171.5% | +178.6% |
| All | +547.3% | +46.7% | +500.5% | +469.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling