+330.6%
RKLB vs W
-55.8%
+386.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.1% |
| 7D | +15.9% | +0.2% | +15.8% | +15.9% |
| 30D | +4.0% | +6.8% | -2.8% | +1.3% |
| 3M | -23.2% | +10.7% | -33.9% | -26.4% |
| 6M | -50.4% | +86.3% | -136.8% | -61.0% |
| YTD | -11.8% | +11.5% | -23.3% | -18.6% |
| 1Y | +36.0% | +5.1% | +30.9% | +27.1% |
| 3Y | +1,321.0% | +171.0% | +1,150.0% | +745.9% |
| All | +330.6% | -55.8% | +386.4% | +298.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling