+578.9%
RKLB vs W
-54.5%
+633.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.7% | +3.8% | +4.9% |
| 7D | +26.3% | -7.4% | +33.7% | +29.7% |
| 30D | +0.7% | +7.8% | -7.1% | -2.1% |
| 3M | -17.3% | +10.9% | -28.2% | -20.8% |
| 6M | -43.6% | +86.4% | -130.1% | -55.5% |
| YTD | -5.2% | +14.0% | -19.1% | -13.0% |
| 1Y | +29.1% | +3.5% | +25.6% | +21.5% |
| 3Y | +1,413.7% | +164.8% | +1,249.0% | +816.3% |
| 5Y | +364.9% | -53.1% | +418.0% | +302.5% |
| All | +578.9% | -54.5% | +633.4% | +507.9% |
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