+546.0%
RKLB vs TW
+77.6%
+468.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.0% |
| 7D | -2.0% | -4.5% | +2.4% | -0.1% |
| 30D | -22.4% | -2.3% | -20.2% | -21.9% |
| 3M | -45.2% | +2.6% | -47.8% | -46.8% |
| 6M | -12.5% | -17.5% | +5.0% | -5.8% |
| YTD | -9.8% | -5.3% | -4.5% | -11.2% |
| 1Y | +30.0% | -14.8% | +44.8% | +36.0% |
| 3Y | +942.2% | +18.8% | +923.4% | +752.1% |
| 5Y | +236.8% | +20.7% | +216.1% | +158.5% |
| All | +546.0% | +77.6% | +468.4% | +357.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling