-50.4%
RKLB vs WAT
+31.4%
-81.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.5% | -3.7% |
| 7D | +15.9% | +0.6% | +15.4% | +15.6% |
| 30D | +4.0% | +5.4% | -1.4% | +3.2% |
| 3M | -23.2% | +11.3% | -34.5% | -24.7% |
| 6M | -50.4% | +37.4% | -87.9% | -52.3% |
| All | -50.4% | +31.4% | -81.8% | -52.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling