+308.8%
RKLB vs GWW
+222.0%
+86.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -22.7% |
| YTD | -9.8% | +27.6% | -37.4% | -26.0% |
| 1Y | +30.0% | +27.2% | +2.8% | +7.5% |
| 3Y | +942.2% | +89.7% | +852.5% | +536.6% |
| All | +308.8% | +222.0% | +86.8% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling