+547.3%
RKLB vs DVA
+65.5%
+481.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.6% | -5.9% | -4.6% |
| 7D | 0.0% | +2.0% | -2.1% | -0.5% |
| 30D | -21.2% | -0.4% | -20.8% | -21.2% |
| 3M | -41.7% | -7.7% | -34.1% | -41.4% |
| 6M | -11.8% | +20.0% | -31.7% | -17.1% |
| YTD | -9.6% | +61.1% | -70.7% | -22.3% |
| 1Y | +34.1% | +33.9% | +0.2% | +20.9% |
| 3Y | +917.3% | +91.5% | +825.7% | +766.2% |
| 5Y | +204.4% | +41.8% | +162.6% | +160.1% |
| All | +547.3% | +65.5% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling