+535.9%
RKLB vs WAT
+73.8%
+462.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.4% |
| 7D | -2.9% | -2.9% | 0.0% | -1.7% |
| 30D | -22.6% | -3.2% | -19.3% | -21.5% |
| 3M | -41.0% | +10.6% | -51.6% | -43.7% |
| 6M | -10.1% | +34.0% | -44.2% | -21.7% |
| YTD | -11.2% | +5.7% | -16.9% | -15.2% |
| 1Y | +34.2% | +37.1% | -2.9% | +12.8% |
| 3Y | +899.4% | +52.4% | +847.0% | +648.0% |
| 5Y | +231.5% | -4.4% | +235.9% | +200.0% |
| All | +535.9% | +73.8% | +462.1% | +376.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling