+559.5%
RKLB vs HWM
+952.8%
-393.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | -0.2% | -2.1% | +1.9% | +0.8% |
| 30D | -14.1% | -11.0% | -3.1% | -7.4% |
| 3M | -46.4% | +4.0% | -50.5% | -48.2% |
| 6M | -10.6% | -0.2% | -10.4% | -11.7% |
| YTD | -7.9% | +26.7% | -34.5% | -23.7% |
| 1Y | +49.5% | +44.7% | +4.8% | +14.2% |
| 3Y | +913.6% | +426.1% | +487.5% | +249.4% |
| 5Y | +375.3% | +738.5% | -363.2% | +32.2% |
| All | +559.5% | +952.8% | -393.4% | +75.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling