-7.4%
RKLB vs WMB
+22.7%
-30.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.4% | +2.6% | -2.2% |
| 7D | -10.6% | -8.6% | -2.0% | -8.7% |
| 30D | -28.3% | -4.2% | -24.1% | -26.9% |
| 3M | -29.7% | -4.4% | -25.3% | -28.1% |
| 6M | -34.8% | -8.7% | -26.1% | -34.3% |
| YTD | -24.9% | +15.4% | -40.3% | -32.3% |
| 1Y | -7.4% | +23.7% | -31.2% | -23.3% |
| All | -7.4% | +22.7% | -30.1% | -23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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