+1,335.0%
RKLB vs WAT
+87.1%
+1,247.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.2% | +6.8% | +6.6% |
| 7D | +15.2% | +3.4% | +11.8% | +14.1% |
| 30D | -8.1% | +9.6% | -17.7% | -10.5% |
| 3M | -21.7% | +15.5% | -37.1% | -25.0% |
| 6M | -40.5% | +33.9% | -74.4% | -46.1% |
| YTD | -10.1% | +25.2% | -35.3% | -17.7% |
| 1Y | +20.8% | +26.3% | -5.4% | +10.4% |
| 3Y | +1,335.0% | +85.8% | +1,249.2% | +1,022.3% |
| All | +1,335.0% | +87.1% | +1,247.9% | +1,022.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling