+535.9%
RKLB vs KWEB
-61.6%
+597.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.2% |
| 7D | -2.9% | -4.3% | +1.4% | -1.1% |
| 30D | -22.6% | -13.0% | -9.6% | -18.0% |
| 3M | -41.0% | -7.6% | -33.5% | -39.3% |
| 6M | -10.1% | -21.1% | +11.0% | -0.8% |
| YTD | -11.2% | -28.2% | +17.0% | +2.0% |
| 1Y | +34.2% | -34.9% | +69.1% | +60.0% |
| 3Y | +899.4% | -0.8% | +900.1% | +888.9% |
| 5Y | +231.5% | -43.6% | +275.1% | +285.7% |
| All | +535.9% | -61.6% | +597.5% | +831.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling