+34.1%
RKLB vs WMB
+35.6%
-1.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.3% |
| 7D | 0.0% | 0.0% | 0.0% | -0.1% |
| 30D | -21.2% | +4.6% | -25.8% | -21.1% |
| 3M | -41.7% | +5.7% | -47.5% | -42.8% |
| 6M | -11.8% | +4.2% | -16.0% | -13.6% |
| YTD | -9.6% | +26.8% | -36.4% | -16.1% |
| 1Y | +34.1% | +34.7% | -0.6% | +31.8% |
| All | +34.1% | +35.6% | -1.5% | +31.8% |
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