+330.6%
RKLB vs WAB
+214.2%
+116.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.1% | -3.1% |
| 7D | +15.9% | +5.1% | +10.9% | +10.8% |
| 30D | +4.0% | +4.0% | 0.0% | +1.0% |
| 3M | -23.2% | +0.1% | -23.3% | -22.6% |
| 6M | -50.4% | +12.8% | -63.2% | -56.4% |
| YTD | -11.8% | +40.1% | -51.9% | -38.4% |
| 1Y | +36.0% | +46.4% | -10.4% | -8.6% |
| 3Y | +1,321.0% | +167.4% | +1,153.6% | +442.8% |
| All | +330.6% | +214.2% | +116.4% | +33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling