+30.0%
RKLB vs WBD
+122.7%
-92.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.9% |
| 7D | -2.0% | -0.7% | -1.3% | -1.7% |
| 30D | -22.4% | +1.4% | -23.9% | -23.0% |
| 3M | -45.2% | +4.4% | -49.5% | -46.4% |
| 6M | -12.5% | +0.8% | -13.3% | -12.7% |
| YTD | -9.8% | -2.7% | -7.1% | -8.9% |
| 1Y | +30.0% | +73.4% | -43.4% | +6.2% |
| All | +30.0% | +122.7% | -92.7% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 1y: compounded portfolio wealth divided by compounded WBD 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…
1y analysis · Full analysis span regression · 6 months rolling