+925.8%
RKLB vs NWSA
+43.0%
+882.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.3% |
| 7D | -2.9% | -4.8% | +1.9% | -0.2% |
| 30D | -22.6% | +3.0% | -25.5% | -24.1% |
| 3M | -41.0% | +9.3% | -50.3% | -45.5% |
| 6M | -10.1% | +23.2% | -33.3% | -25.0% |
| YTD | -11.2% | +13.3% | -24.5% | -21.8% |
| 1Y | +34.2% | +2.9% | +31.3% | +28.7% |
| All | +925.8% | +43.0% | +882.8% | +599.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling