+543.6%
RKLB vs WM
+116.4%
+427.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.3% | +6.2% | +6.6% |
| 7D | +15.2% | +1.2% | +14.1% | +15.3% |
| 30D | -8.1% | +13.7% | -21.7% | -7.9% |
| 3M | -21.7% | +5.2% | -26.9% | -21.4% |
| 6M | -40.5% | +11.2% | -51.7% | -41.1% |
| YTD | -10.1% | +9.4% | -19.5% | -11.0% |
| 1Y | +20.8% | +20.4% | +0.4% | +16.3% |
| 3Y | +1,335.0% | +44.7% | +1,290.3% | +1,174.2% |
| 5Y | +329.8% | +58.5% | +271.3% | +266.6% |
| All | +543.6% | +116.4% | +427.2% | +374.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling