-37.3%
RKLB vs WM
+6.8%
-44.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.1% | +17.5% | +11.0% |
| 7D | -3.0% | +1.2% | -4.2% | +0.3% |
| 30D | -26.2% | +13.1% | -39.3% | -0.7% |
| 3M | -29.9% | +3.6% | -33.5% | -24.2% |
| 6M | -37.3% | +8.1% | -45.4% | -15.3% |
| All | -37.3% | +6.8% | -44.1% | -15.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling