+231.5%
RKLB vs DVA
+40.8%
+190.7%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | -1.6% |
| 7D | -2.9% | -0.2% | -2.7% | -2.9% |
| 30D | -22.6% | +1.7% | -24.2% | -22.9% |
| 3M | -41.0% | -8.7% | -32.4% | -40.5% |
| 6M | -10.1% | +19.7% | -29.8% | -15.7% |
| YTD | -11.2% | +59.6% | -70.8% | -23.9% |
| 1Y | +34.2% | +37.1% | -2.9% | +19.8% |
| 3Y | +899.4% | +89.8% | +809.6% | +751.9% |
| 5Y | +231.5% | +47.4% | +184.2% | +130.0% |
| All | +231.5% | +40.8% | +190.7% | +130.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling