+231.5%
RKLB vs WBD
+5.3%
+226.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.2% |
| 7D | -2.9% | -0.6% | -2.3% | -2.7% |
| 30D | -22.6% | +4.2% | -26.7% | -23.9% |
| 3M | -41.0% | +7.5% | -48.5% | -42.9% |
| 6M | -10.1% | +1.6% | -11.7% | -10.7% |
| YTD | -11.2% | -2.2% | -9.0% | -10.4% |
| 1Y | +34.2% | +124.9% | -90.7% | -6.1% |
| 3Y | +899.4% | +149.1% | +750.2% | +524.4% |
| 5Y | +231.5% | +7.8% | +223.7% | +144.8% |
| All | +231.5% | +5.3% | +226.2% | +144.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling