+504.1%
RKLB vs HWM
+778.7%
-274.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +5.1% | +5.8% | +7.5% |
| 7D | +13.0% | +1.6% | +11.4% | +12.6% |
| 30D | -13.7% | -3.9% | -9.8% | -11.5% |
| 3M | -28.9% | -23.2% | -5.7% | -16.3% |
| 6M | -44.2% | -20.0% | -24.2% | -36.1% |
| YTD | -15.6% | +5.7% | -21.3% | -22.0% |
| 1Y | +14.0% | +4.9% | +9.1% | +6.8% |
| 3Y | +1,275.2% | +347.0% | +928.2% | +423.5% |
| 5Y | +296.6% | +563.0% | -266.4% | +25.1% |
| All | +504.1% | +778.7% | -274.7% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 HWM 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