+578.9%
RKLB vs WMB
+322.8%
+256.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.2% | +3.3% | +4.2% |
| 7D | +26.3% | +1.6% | +24.8% | +25.7% |
| 30D | +0.7% | -7.1% | +7.7% | +5.7% |
| 3M | -17.3% | -4.0% | -13.3% | -15.1% |
| 6M | -43.6% | -5.7% | -37.9% | -42.5% |
| YTD | -5.2% | +17.2% | -22.4% | -16.2% |
| 1Y | +29.1% | +17.2% | +11.9% | +14.2% |
| 3Y | +1,413.7% | +121.1% | +1,292.7% | +880.7% |
| 5Y | +364.9% | +197.2% | +167.7% | +187.0% |
| All | +578.9% | +322.8% | +256.1% | +300.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling