+942.2%
RKLB vs RDW
+241.5%
+700.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.8% |
| 7D | -2.0% | +0.9% | -2.9% | -2.6% |
| 30D | -22.4% | -21.3% | -1.2% | -12.3% |
| 3M | -45.2% | -37.9% | -7.3% | -30.3% |
| 6M | -12.5% | +12.3% | -24.8% | -20.7% |
| YTD | -9.8% | +39.7% | -49.5% | -29.9% |
| 1Y | +30.0% | +25.7% | +4.3% | +3.6% |
| 3Y | +942.2% | +230.8% | +711.4% | +437.8% |
| All | +942.2% | +241.5% | +700.7% | +437.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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