+944.2%
RKLB vs WAB
+164.8%
+779.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -2.9% |
| 7D | 0.0% | +0.2% | -0.3% | -0.2% |
| 30D | -21.2% | -4.6% | -16.6% | -17.5% |
| 3M | -41.7% | +5.6% | -47.4% | -46.1% |
| 6M | -11.8% | +13.8% | -25.6% | -24.2% |
| YTD | -9.6% | +31.9% | -41.4% | -34.5% |
| 1Y | +34.1% | +48.3% | -14.2% | -13.4% |
| All | +944.2% | +164.8% | +779.4% | +340.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling