+30.0%
RKLB vs WAB
+49.7%
-19.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.7% |
| 7D | -2.0% | +0.1% | -2.2% | -2.1% |
| 30D | -22.4% | -4.1% | -18.4% | -19.7% |
| 3M | -45.2% | +8.2% | -53.3% | -50.1% |
| 6M | -12.5% | +15.4% | -27.9% | -26.0% |
| YTD | -9.8% | +33.1% | -42.9% | -37.4% |
| 1Y | +30.0% | +48.1% | -18.1% | -14.0% |
| All | +30.0% | +49.7% | -19.7% | -14.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling