+531.5%
RKLB vs WAT
+99.1%
+432.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.5% | -3.8% |
| 7D | +15.9% | +0.6% | +15.4% | +15.8% |
| 30D | +4.0% | +5.4% | -1.4% | +2.2% |
| 3M | -23.2% | +11.3% | -34.5% | -26.3% |
| 6M | -50.4% | +37.4% | -87.9% | -56.8% |
| YTD | -11.8% | +21.2% | -33.0% | -20.1% |
| 1Y | +36.0% | +21.3% | +14.6% | +23.1% |
| 3Y | +1,321.0% | +83.4% | +1,237.6% | +880.5% |
| 5Y | +328.2% | +29.0% | +299.2% | +245.1% |
| All | +531.5% | +99.1% | +432.3% | +349.0% |
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