+231.5%
RKLB vs TW
+19.6%
+211.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | -2.9% | -2.7% | -0.2% | -1.8% |
| 30D | -22.6% | -1.7% | -20.8% | -22.2% |
| 3M | -41.0% | +1.6% | -42.6% | -42.6% |
| 6M | -10.1% | -17.7% | +7.6% | -2.8% |
| YTD | -11.2% | -4.3% | -6.8% | -13.0% |
| 1Y | +34.2% | -13.1% | +47.3% | +39.3% |
| 3Y | +899.4% | +20.3% | +879.1% | +697.0% |
| 5Y | +231.5% | +22.0% | +209.6% | +156.4% |
| All | +231.5% | +19.6% | +211.9% | +156.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling