+546.0%
RKLB vs GWW
+226.7%
+319.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.2% |
| 7D | -2.0% | -3.4% | +1.3% | +0.1% |
| 30D | -22.4% | -1.9% | -20.5% | -21.6% |
| 3M | -45.2% | -2.4% | -42.8% | -45.1% |
| 6M | -12.5% | +15.7% | -28.2% | -22.5% |
| YTD | -9.8% | +27.6% | -37.4% | -25.6% |
| 1Y | +30.0% | +27.2% | +2.8% | +8.0% |
| 3Y | +942.2% | +89.7% | +852.5% | +548.1% |
| 5Y | +236.8% | +223.9% | +12.9% | +50.4% |
| All | +546.0% | +226.7% | +319.3% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 10y: compounded portfolio wealth divided by compounded GWW 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…
10y analysis · Full analysis span regression · 6 months rolling