+30.0%
RKLB vs KWEB
-35.0%
+65.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.0% |
| 7D | -2.0% | -5.6% | +3.5% | +2.8% |
| 30D | -22.4% | -10.7% | -11.8% | -14.6% |
| 3M | -45.2% | -7.4% | -37.7% | -42.3% |
| 6M | -12.5% | -19.3% | +6.8% | +6.4% |
| YTD | -9.8% | -27.8% | +18.0% | +21.9% |
| 1Y | +30.0% | -35.9% | +65.9% | +87.2% |
| All | +30.0% | -35.0% | +65.0% | +87.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling