+546.0%
RKLB vs NWSA
+71.8%
+474.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.0% | -2.8% | +0.8% | -0.2% |
| 30D | -22.4% | +3.0% | -25.5% | -24.2% |
| 3M | -45.2% | +12.3% | -57.5% | -50.4% |
| 6M | -12.5% | +21.9% | -34.4% | -26.1% |
| YTD | -9.8% | +13.6% | -23.3% | -20.8% |
| 1Y | +30.0% | +0.5% | +29.5% | +25.0% |
| 3Y | +942.2% | +43.8% | +898.5% | +675.3% |
| 5Y | +236.8% | +41.2% | +195.6% | +144.6% |
| All | +546.0% | +71.8% | +474.3% | +363.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling