+34.1%
RKLB vs W
+15.1%
+19.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.4% | -4.3% |
| 7D | 0.0% | +5.9% | -5.9% | -1.7% |
| 30D | -21.2% | -3.0% | -18.2% | -20.6% |
| 3M | -41.7% | +40.3% | -82.1% | -48.9% |
| 6M | -11.8% | +32.2% | -44.0% | -21.5% |
| YTD | -9.6% | -0.3% | -9.3% | -14.7% |
| 1Y | +34.1% | +16.2% | +17.9% | +25.7% |
| All | +34.1% | +15.1% | +19.0% | +25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling