+535.9%
RKLB vs HWM
+825.5%
-289.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.3% | -0.4% |
| 7D | -2.9% | -12.5% | +9.6% | +5.4% |
| 30D | -22.6% | -19.0% | -3.6% | -11.6% |
| 3M | -41.0% | -8.6% | -32.4% | -38.1% |
| 6M | -10.1% | -10.2% | 0.0% | -5.6% |
| YTD | -11.2% | +11.3% | -22.5% | -20.4% |
| 1Y | +34.2% | +24.3% | +9.9% | +12.8% |
| 3Y | +899.4% | +382.3% | +517.1% | +263.6% |
| 5Y | +231.5% | +640.6% | -409.1% | -0.5% |
| All | +535.9% | +825.5% | -289.6% | +83.1% |
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