+559.5%
RKLB vs WAT
+77.1%
+482.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.1% |
| 7D | -0.2% | -1.3% | +1.1% | +0.3% |
| 30D | -14.1% | +2.3% | -16.5% | -15.0% |
| 3M | -46.4% | +8.7% | -55.2% | -48.5% |
| 6M | -10.6% | +28.3% | -39.0% | -20.7% |
| YTD | -7.9% | +7.8% | -15.7% | -12.7% |
| 1Y | +49.5% | +36.6% | +12.9% | +26.1% |
| 3Y | +913.6% | +45.7% | +867.9% | +679.1% |
| 5Y | +375.3% | -3.3% | +378.6% | +327.4% |
| All | +559.5% | +77.1% | +482.4% | +390.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling