-7.4%
RKLB vs NWSA
+18.2%
-25.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.7% | -7.5% | -3.1% |
| 7D | -10.6% | +4.3% | -14.9% | -9.9% |
| 30D | -28.3% | +5.6% | -33.8% | -27.7% |
| 3M | -29.7% | +7.3% | -36.9% | -29.1% |
| 6M | -34.8% | +18.8% | -53.6% | -36.1% |
| YTD | -24.9% | +17.9% | -42.8% | -27.6% |
| 1Y | -7.4% | +19.3% | -26.8% | -11.7% |
| All | -7.4% | +18.2% | -25.7% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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