+308.8%
RKLB vs RDW
-9.1%
+317.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.7% |
| 7D | -2.0% | +0.9% | -2.9% | -2.5% |
| 30D | -22.4% | -21.3% | -1.2% | -13.5% |
| 3M | -45.2% | -37.9% | -7.3% | -31.9% |
| 6M | -12.5% | +12.3% | -24.8% | -18.9% |
| YTD | -9.8% | +39.7% | -49.5% | -26.6% |
| 1Y | +30.0% | +25.7% | +4.3% | +8.7% |
| 3Y | +942.2% | +230.8% | +711.4% | +460.9% |
| All | +308.8% | -9.1% | +317.8% | +170.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling