+576.0%
RKLB vs WBD
+4.2%
+571.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.7% |
| 7D | +5.3% | -0.7% | +6.0% | +5.6% |
| 30D | -20.5% | +5.0% | -25.5% | -22.0% |
| 3M | -42.0% | +6.2% | -48.3% | -43.5% |
| 6M | -6.0% | +0.6% | -6.7% | -6.2% |
| YTD | -5.6% | -2.4% | -3.1% | -4.7% |
| 1Y | +38.0% | +127.7% | -89.7% | -0.4% |
| 3Y | +962.4% | +148.4% | +814.0% | +599.2% |
| 5Y | +336.5% | +4.2% | +332.3% | +236.4% |
| All | +576.0% | +4.2% | +571.8% | +429.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling