+546.0%
RKLB vs KWEB
-61.4%
+607.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.3% |
| 7D | -2.0% | -5.6% | +3.5% | +0.3% |
| 30D | -22.4% | -10.7% | -11.8% | -18.8% |
| 3M | -45.2% | -7.4% | -37.7% | -43.6% |
| 6M | -12.5% | -19.3% | +6.8% | -4.3% |
| YTD | -9.8% | -27.8% | +18.0% | +3.4% |
| 1Y | +30.0% | -35.9% | +65.9% | +55.9% |
| 3Y | +942.2% | -1.9% | +944.2% | +936.0% |
| 5Y | +236.8% | -43.2% | +280.0% | +290.8% |
| All | +546.0% | -61.4% | +607.4% | +844.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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