-7.4%
RKLB vs TW
+20.8%
-28.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.0% | -4.8% | -3.4% |
| 7D | -10.6% | +6.0% | -16.6% | -8.4% |
| 30D | -28.3% | +18.6% | -46.8% | -23.3% |
| 3M | -29.7% | +26.5% | -56.2% | -23.0% |
| 6M | -34.8% | +13.1% | -47.9% | -29.9% |
| YTD | -24.9% | +18.5% | -43.5% | -11.3% |
| 1Y | -7.4% | +21.7% | -29.1% | +8.2% |
| All | -7.4% | +20.8% | -28.2% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TW.
Daily Out/Under-Performance
Portfolio return minus TW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TW 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 TW 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