+547.3%
RKLB vs W
-60.2%
+607.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.4% | -4.3% |
| 7D | 0.0% | +5.9% | -5.9% | -1.9% |
| 30D | -21.2% | -3.0% | -18.2% | -20.6% |
| 3M | -41.7% | +40.3% | -82.1% | -49.2% |
| 6M | -11.8% | +32.2% | -44.0% | -21.9% |
| YTD | -9.6% | -0.3% | -9.3% | -12.8% |
| 1Y | +34.1% | +16.2% | +17.9% | +20.3% |
| 3Y | +917.3% | +40.7% | +876.5% | +657.1% |
| 5Y | +204.4% | -62.3% | +266.7% | +181.7% |
| All | +547.3% | -60.2% | +607.5% | +509.4% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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