+49.5%
RKLB vs DVN
+41.2%
+8.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.2% |
| 7D | -0.2% | +1.5% | -1.7% | +0.3% |
| 30D | -14.1% | +14.2% | -28.3% | -9.7% |
| 3M | -46.4% | +5.2% | -51.7% | -44.4% |
| 6M | -10.6% | +11.9% | -22.5% | -7.6% |
| YTD | -7.9% | +32.8% | -40.7% | -2.3% |
| 1Y | +49.5% | +38.6% | +10.9% | +55.3% |
| All | +49.5% | +41.2% | +8.3% | +55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DVN.
Daily Out/Under-Performance
Portfolio return minus DVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVN 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 DVN 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