+523.9%
RKLB vs OWL
+38.2%
+485.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.2% |
| 7D | -0.2% | -2.2% | +2.0% | +1.1% |
| 30D | -14.1% | +3.7% | -17.8% | -16.6% |
| 3M | -46.4% | +17.5% | -63.9% | -52.0% |
| 6M | -10.6% | +18.5% | -29.2% | -22.0% |
| YTD | -7.9% | -16.3% | +8.4% | +0.3% |
| 1Y | +49.5% | -29.7% | +79.2% | +81.2% |
| 3Y | +913.6% | +14.2% | +899.4% | +824.9% |
| 5Y | +375.3% | +2.5% | +372.8% | +334.4% |
| All | +523.9% | +38.2% | +485.7% | +462.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling