+531.5%
RKLB vs WAB
+312.5%
+218.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.1% | -3.2% |
| 7D | +15.9% | +5.1% | +10.9% | +11.4% |
| 30D | +4.0% | +4.0% | 0.0% | +1.4% |
| 3M | -23.2% | +0.1% | -23.3% | -22.6% |
| 6M | -50.4% | +12.8% | -63.2% | -55.5% |
| YTD | -11.8% | +40.1% | -51.9% | -34.8% |
| 1Y | +36.0% | +46.4% | -10.4% | -2.6% |
| 3Y | +1,321.0% | +167.4% | +1,153.6% | +558.7% |
| 5Y | +328.2% | +215.0% | +113.1% | +73.6% |
| All | +531.5% | +312.5% | +218.9% | +133.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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