+557.5%
RKLB vs WAT
+100.0%
+457.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -2.3% |
| 7D | +39.3% | +2.0% | +37.3% | +38.3% |
| 30D | -0.2% | +7.7% | -7.9% | -2.9% |
| 3M | -21.1% | +11.1% | -32.1% | -24.2% |
| 6M | -45.5% | +31.2% | -76.7% | -51.6% |
| YTD | -8.2% | +21.7% | -29.8% | -17.0% |
| 1Y | +28.2% | +19.3% | +8.9% | +17.1% |
| 3Y | +1,366.1% | +80.6% | +1,285.5% | +920.7% |
| 5Y | +345.9% | +29.5% | +316.3% | +258.7% |
| All | +557.5% | +100.0% | +457.6% | +366.6% |
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