+444.6%
RKLB vs WM
+115.4%
+329.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.1% | +17.5% | +15.3% |
| 7D | -3.0% | +1.2% | -4.2% | -3.0% |
| 30D | -26.2% | +13.1% | -39.3% | -26.1% |
| 3M | -29.9% | +3.6% | -33.5% | -29.7% |
| 6M | -37.3% | +8.1% | -45.4% | -37.8% |
| YTD | -23.9% | +8.9% | -32.8% | -24.7% |
| 1Y | +7.0% | +20.3% | -13.4% | +2.8% |
| 3Y | +1,120.0% | +46.2% | +1,073.8% | +976.4% |
| 5Y | +242.2% | +59.9% | +182.3% | +191.7% |
| All | +444.6% | +115.4% | +329.3% | +301.4% |
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