-7.4%
RKLB vs WM
+21.9%
-29.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.6% | -5.4% | -1.8% |
| 7D | -10.6% | +5.9% | -16.6% | -3.9% |
| 30D | -28.3% | +15.4% | -43.7% | -13.3% |
| 3M | -29.7% | +6.3% | -36.0% | -22.8% |
| 6M | -34.8% | +5.6% | -40.4% | -24.6% |
| YTD | -24.9% | +9.9% | -34.9% | -8.9% |
| 1Y | -7.4% | +20.8% | -28.2% | +11.1% |
| All | -7.4% | +21.9% | -29.3% | +11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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