-11.8%
RKLB vs KWEB
-16.7%
+5.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -2.4% |
| 7D | 0.0% | -3.6% | +3.5% | +2.8% |
| 30D | -21.2% | -14.9% | -6.3% | -10.0% |
| 3M | -41.7% | -5.4% | -36.3% | -40.5% |
| 6M | -11.8% | -18.9% | +7.1% | +18.7% |
| All | -11.8% | -16.7% | +5.0% | +18.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling