+576.0%
RKLB vs NWSA
+73.4%
+502.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.9% | +4.4% | +3.7% |
| 7D | +5.3% | -2.6% | +8.0% | +7.1% |
| 30D | -20.5% | +4.6% | -25.0% | -23.0% |
| 3M | -42.0% | +10.2% | -52.2% | -47.0% |
| 6M | -6.0% | +21.6% | -27.7% | -20.4% |
| YTD | -5.6% | +14.6% | -20.2% | -17.6% |
| 1Y | +38.0% | +0.4% | +37.6% | +33.0% |
| 3Y | +962.4% | +45.0% | +917.4% | +685.8% |
| 5Y | +336.5% | +41.3% | +295.2% | +215.7% |
| All | +576.0% | +73.4% | +502.6% | +381.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling