+546.0%
RKLB vs GWRE
+17.9%
+528.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.6% | +1.0% | +1.4% |
| 7D | -2.0% | -13.2% | +11.2% | +3.7% |
| 30D | -22.4% | -18.6% | -3.9% | -17.7% |
| 3M | -45.2% | +18.9% | -64.1% | -53.2% |
| 6M | -12.5% | -11.0% | -1.6% | -17.1% |
| YTD | -9.8% | -29.9% | +20.1% | -2.7% |
| 1Y | +30.0% | -44.3% | +74.3% | +64.3% |
| 3Y | +942.2% | +51.7% | +890.5% | +510.3% |
| 5Y | +236.8% | +15.4% | +221.4% | +127.1% |
| All | +546.0% | +17.9% | +528.1% | +328.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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