+1,348.3%
RKLB vs WM
+44.7%
+1,303.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.3% | +6.2% | +6.7% |
| 7D | +15.2% | +1.2% | +14.1% | +16.0% |
| 30D | -8.1% | +13.7% | -21.7% | -2.4% |
| 3M | -21.7% | +5.2% | -26.9% | -19.0% |
| 6M | -40.5% | +11.2% | -51.7% | -37.6% |
| YTD | -10.1% | +9.4% | -19.5% | -5.5% |
| 1Y | +20.8% | +20.4% | +0.4% | +25.9% |
| All | +1,348.3% | +44.7% | +1,303.6% | +1,646.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling