+30.0%
RKLB vs OWL
-38.6%
+68.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.0% |
| 7D | -2.0% | -10.1% | +8.1% | +3.3% |
| 30D | -22.4% | -11.9% | -10.5% | -17.7% |
| 3M | -45.2% | +10.7% | -55.9% | -48.5% |
| 6M | -12.5% | +22.1% | -34.6% | -23.4% |
| YTD | -9.8% | -24.8% | +15.0% | +8.1% |
| 1Y | +30.0% | -39.2% | +69.2% | +75.5% |
| All | +30.0% | -38.6% | +68.6% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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