+308.8%
RKLB vs DUK
+39.2%
+269.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -2.0% | -0.7% | -1.4% | -2.0% |
| 30D | -22.4% | -2.4% | -20.0% | -22.4% |
| 3M | -45.2% | -3.0% | -42.2% | -45.2% |
| 6M | -12.5% | -6.6% | -6.0% | -12.3% |
| YTD | -9.8% | +4.6% | -14.3% | -10.5% |
| 1Y | +30.0% | +1.2% | +28.8% | +29.4% |
| 3Y | +942.2% | +45.7% | +896.6% | +854.0% |
| All | +308.8% | +39.2% | +269.5% | +309.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling