+330.6%
RKLB vs HWM
+591.3%
-260.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.0% | -2.9% | -3.2% |
| 7D | +15.9% | +7.3% | +8.6% | +10.3% |
| 30D | +4.0% | +1.6% | +2.4% | +2.5% |
| 3M | -23.2% | -21.9% | -1.3% | -8.7% |
| 6M | -50.4% | -19.0% | -31.4% | -42.9% |
| YTD | -11.8% | +7.9% | -19.7% | -21.3% |
| 1Y | +36.0% | +9.9% | +26.0% | +20.5% |
| 3Y | +1,321.0% | +342.1% | +978.9% | +328.0% |
| All | +330.6% | +591.3% | -260.7% | -5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling