+547.3%
RKLB vs DVN
+330.2%
+217.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.2% | -5.4% | -4.5% |
| 7D | 0.0% | -0.1% | +0.1% | 0.0% |
| 30D | -21.2% | +8.0% | -29.2% | -22.4% |
| 3M | -41.7% | +11.9% | -53.7% | -43.4% |
| 6M | -11.8% | +10.6% | -22.4% | -15.0% |
| YTD | -9.6% | +35.4% | -45.0% | -17.2% |
| 1Y | +34.1% | +46.5% | -12.4% | +19.7% |
| 3Y | +917.3% | +3.0% | +914.3% | +862.2% |
| 5Y | +204.4% | +120.5% | +83.9% | +174.7% |
| All | +547.3% | +330.2% | +217.0% | +465.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling