+559.5%
RKLB vs TW
+86.0%
+473.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | -0.2% | -2.3% | +2.1% | +0.8% |
| 30D | -14.1% | +3.9% | -18.0% | -15.7% |
| 3M | -46.4% | +5.7% | -52.1% | -48.9% |
| 6M | -10.6% | -14.5% | +3.9% | -5.1% |
| YTD | -7.9% | -0.9% | -7.0% | -11.0% |
| 1Y | +49.5% | -13.5% | +63.0% | +56.2% |
| 3Y | +913.6% | +25.0% | +888.6% | +710.0% |
| 5Y | +375.3% | +22.7% | +352.6% | +262.2% |
| All | +559.5% | +86.0% | +473.5% | +357.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling