-7.4%
RKLB vs DVA
+62.2%
-69.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.8% | -9.5% | -3.9% |
| 7D | -10.6% | +4.7% | -15.4% | -10.7% |
| 30D | -28.3% | +7.8% | -36.1% | -28.4% |
| 3M | -29.7% | -15.5% | -14.2% | -28.8% |
| 6M | -34.8% | +25.0% | -59.8% | -37.8% |
| YTD | -24.9% | +69.6% | -94.5% | -31.6% |
| 1Y | -7.4% | +60.6% | -68.0% | -14.3% |
| All | -7.4% | +62.2% | -69.6% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 1y: compounded portfolio wealth divided by compounded DVA 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…
1y analysis · Full analysis span regression · 6 months rolling