-7.4%
RKLB vs WAT
+32.9%
-40.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -4.3% |
| 7D | -10.6% | -1.9% | -8.7% | -10.0% |
| 30D | -28.3% | +6.2% | -34.5% | -29.4% |
| 3M | -29.7% | +18.1% | -47.7% | -32.6% |
| 6M | -34.8% | +54.9% | -89.7% | -42.5% |
| YTD | -24.9% | +23.1% | -48.0% | -32.6% |
| 1Y | -7.4% | +27.3% | -34.7% | -21.6% |
| All | -7.4% | +32.9% | -40.4% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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