+535.9%
RKLB vs WDAY
-11.2%
+547.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.6% |
| 7D | -2.9% | -10.5% | +7.7% | +1.2% |
| 30D | -22.6% | +2.1% | -24.7% | -24.4% |
| 3M | -41.0% | +34.6% | -75.7% | -50.4% |
| 6M | -10.1% | +29.9% | -40.0% | -26.1% |
| YTD | -11.2% | -13.8% | +2.6% | -9.1% |
| 1Y | +34.2% | -18.3% | +52.5% | +42.0% |
| 3Y | +899.4% | -26.2% | +925.5% | +972.6% |
| 5Y | +231.5% | -30.8% | +262.3% | +239.8% |
| All | +535.9% | -11.2% | +547.1% | +525.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WDAY.
Daily Out/Under-Performance
Portfolio return minus WDAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDAY 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 10y: compounded portfolio wealth divided by compounded WDAY 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…
10y analysis · Full analysis span regression · 6 months rolling