+962.4%
RKLB vs WAT
+49.0%
+913.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.1% | +3.1% |
| 7D | +5.3% | -0.7% | +6.0% | +5.6% |
| 30D | -20.5% | -1.0% | -19.5% | -20.3% |
| 3M | -42.0% | +10.9% | -52.9% | -44.3% |
| 6M | -6.0% | +33.2% | -39.2% | -15.9% |
| YTD | -5.6% | +6.1% | -11.7% | -9.2% |
| 1Y | +38.0% | +30.2% | +7.8% | +21.7% |
| 3Y | +962.4% | +52.9% | +909.6% | +696.1% |
| All | +962.4% | +49.0% | +913.4% | +696.1% |
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