+204.4%
RKLB vs WDAY
-31.5%
+235.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.1% | -4.1% | -4.2% |
| 7D | 0.0% | -7.4% | +7.3% | +2.7% |
| 30D | -21.2% | +1.0% | -22.2% | -22.8% |
| 3M | -41.7% | +32.7% | -74.4% | -50.7% |
| 6M | -11.8% | +25.6% | -37.4% | -26.0% |
| YTD | -9.6% | -13.4% | +3.8% | -6.8% |
| 1Y | +34.1% | -19.4% | +53.5% | +44.8% |
| 3Y | +917.3% | -25.8% | +943.0% | +997.5% |
| 5Y | +204.4% | -31.1% | +235.5% | +215.7% |
| All | +204.4% | -31.5% | +235.9% | +215.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling