+576.0%
RKLB vs ITW
+45.4%
+530.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.0% |
| 7D | +5.3% | -0.4% | +5.8% | +5.7% |
| 30D | -20.5% | -9.4% | -11.0% | -13.2% |
| 3M | -42.0% | +7.1% | -49.1% | -47.0% |
| 6M | -6.0% | -1.9% | -4.2% | -6.1% |
| YTD | -5.6% | +10.4% | -16.0% | -16.6% |
| 1Y | +38.0% | +3.3% | +34.7% | +29.5% |
| 3Y | +962.4% | +21.0% | +941.4% | +758.5% |
| 5Y | +336.5% | +36.3% | +300.2% | +211.7% |
| All | +576.0% | +45.4% | +530.6% | +319.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITW.
Daily Out/Under-Performance
Portfolio return minus ITW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITW 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 ITW 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