+557.5%
RKLB vs W
-55.7%
+613.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.6% | -0.6% | -2.3% |
| 7D | +39.3% | -1.7% | +41.0% | +40.0% |
| 30D | -0.2% | +3.2% | -3.5% | -1.6% |
| 3M | -21.1% | +8.3% | -29.4% | -23.8% |
| 6M | -45.5% | +84.3% | -129.8% | -56.8% |
| YTD | -8.2% | +11.0% | -19.2% | -15.0% |
| 1Y | +28.2% | -0.2% | +28.4% | +22.2% |
| 3Y | +1,366.1% | +157.9% | +1,208.2% | +795.2% |
| 5Y | +345.9% | -56.8% | +402.7% | +295.8% |
| All | +557.5% | -55.7% | +613.3% | +493.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling