+925.8%
RKLB vs TW
+20.3%
+905.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | -2.9% | -2.7% | -0.2% | -2.4% |
| 30D | -22.6% | -1.7% | -20.8% | -22.4% |
| 3M | -41.0% | +1.6% | -42.6% | -41.9% |
| 6M | -10.1% | -17.7% | +7.6% | -4.9% |
| YTD | -11.2% | -4.3% | -6.8% | -11.6% |
| 1Y | +34.2% | -13.1% | +47.3% | +39.7% |
| All | +925.8% | +20.3% | +905.6% | +776.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling