+576.0%
RKLB vs GWW
+229.1%
+346.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.7% | +5.2% | +4.2% |
| 7D | +5.3% | -1.5% | +6.9% | +6.2% |
| 30D | -20.5% | +1.1% | -21.6% | -21.2% |
| 3M | -42.0% | -1.0% | -41.1% | -42.6% |
| 6M | -6.0% | +16.3% | -22.4% | -17.0% |
| YTD | -5.6% | +28.5% | -34.1% | -22.5% |
| 1Y | +38.0% | +30.3% | +7.7% | +12.9% |
| 3Y | +962.4% | +91.6% | +870.8% | +556.1% |
| 5Y | +336.5% | +224.0% | +112.5% | +94.6% |
| All | +576.0% | +229.1% | +346.9% | +155.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling