+204.4%
RKLB vs WAB
+224.0%
-19.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -17.7% |
| 3M | -41.7% | +5.6% | -47.4% | -45.9% |
| 6M | -11.8% | +13.8% | -25.6% | -23.3% |
| YTD | -9.6% | +31.9% | -41.4% | -32.6% |
| 1Y | +34.1% | +48.3% | -14.2% | -10.2% |
| 3Y | +917.3% | +167.1% | +750.1% | +310.2% |
| 5Y | +204.4% | +222.9% | -18.5% | +7.8% |
| All | +204.4% | +224.0% | -19.6% | +7.8% |
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