+925.8%
RKLB vs DUK
+47.1%
+878.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.9% |
| 7D | -2.9% | -1.7% | -1.2% | -3.1% |
| 30D | -22.6% | -2.2% | -20.3% | -22.7% |
| 3M | -41.0% | -3.7% | -37.3% | -41.2% |
| 6M | -10.1% | -6.3% | -3.8% | -10.5% |
| YTD | -11.2% | +4.5% | -15.7% | -11.4% |
| 1Y | +34.2% | +1.8% | +32.4% | +34.1% |
| All | +925.8% | +47.1% | +878.7% | +766.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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