+546.0%
RKLB vs DVA
+64.2%
+481.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -2.0% | -1.3% | -0.7% | -1.8% |
| 30D | -22.4% | 0.0% | -22.5% | -22.5% |
| 3M | -45.2% | -10.9% | -34.2% | -44.4% |
| 6M | -12.5% | +17.3% | -29.8% | -17.4% |
| YTD | -9.8% | +59.8% | -69.6% | -22.4% |
| 1Y | +30.0% | +36.3% | -6.3% | +16.6% |
| 3Y | +942.2% | +88.6% | +853.6% | +790.2% |
| 5Y | +236.8% | +47.5% | +189.3% | +185.7% |
| All | +546.0% | +64.2% | +481.8% | +448.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling