+7.0%
RKLB vs WM
+20.0%
-13.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.1% | +17.5% | +12.6% |
| 7D | -3.0% | +1.2% | -4.2% | -0.9% |
| 30D | -26.2% | +13.1% | -39.3% | -12.4% |
| 3M | -29.9% | +3.6% | -33.5% | -25.1% |
| 6M | -37.3% | +8.1% | -45.4% | -27.6% |
| YTD | -23.9% | +8.9% | -32.8% | -7.1% |
| 1Y | +7.0% | +20.3% | -13.4% | +39.8% |
| All | +7.0% | +20.0% | -13.0% | +39.8% |
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