+559.5%
RKLB vs WM
+98.7%
+460.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.7% |
| 7D | -0.2% | -0.3% | +0.1% | -0.2% |
| 30D | -14.1% | -2.4% | -11.7% | -14.1% |
| 3M | -46.4% | +0.4% | -46.9% | -46.9% |
| 6M | -10.6% | -9.5% | -1.2% | -9.3% |
| YTD | -7.9% | +0.5% | -8.4% | -9.0% |
| 1Y | +49.5% | -1.1% | +50.6% | +48.1% |
| 3Y | +913.6% | +46.0% | +867.5% | +763.1% |
| 5Y | +375.3% | +51.8% | +323.5% | +306.3% |
| All | +559.5% | +98.7% | +460.7% | +385.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling