+336.5%
RKLB vs HWM
+655.8%
-319.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -10.7% | +13.2% | +10.5% |
| 7D | +5.3% | -9.2% | +14.5% | +12.0% |
| 30D | -20.5% | -17.9% | -2.6% | -9.0% |
| 3M | -42.0% | -6.0% | -36.0% | -40.3% |
| 6M | -6.0% | -7.4% | +1.3% | -3.4% |
| YTD | -5.6% | +13.1% | -18.7% | -17.8% |
| 1Y | +38.0% | +29.3% | +8.7% | +9.6% |
| 3Y | +962.4% | +389.9% | +572.5% | +218.5% |
| 5Y | +336.5% | +655.5% | -319.0% | +5.3% |
| All | +336.5% | +655.8% | -319.3% | +5.3% |
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 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