-11.8%
RKLB vs DUK
-7.1%
-4.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -4.6% |
| 7D | 0.0% | -0.1% | +0.1% | -0.1% |
| 30D | -21.2% | +0.2% | -21.4% | -21.0% |
| 3M | -41.7% | -1.9% | -39.8% | -42.4% |
| 6M | -11.8% | -6.5% | -5.2% | -12.3% |
| All | -11.8% | -7.1% | -4.7% | -12.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling