+336.5%
RKLB vs W
-63.0%
+399.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.3% |
| 7D | +5.3% | +6.5% | -1.2% | +3.2% |
| 30D | -20.5% | -6.2% | -14.3% | -19.0% |
| 3M | -42.0% | +48.9% | -90.9% | -50.6% |
| 6M | -6.0% | +31.2% | -37.2% | -16.7% |
| YTD | -5.6% | -0.4% | -5.1% | -8.9% |
| 1Y | +38.0% | +14.8% | +23.2% | +24.2% |
| 3Y | +962.4% | +40.5% | +921.9% | +688.5% |
| 5Y | +336.5% | -62.1% | +398.6% | +285.6% |
| All | +336.5% | -63.0% | +399.5% | +285.6% |
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