+28.2%
RKLB vs WMB
+18.2%
+10.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.4% |
| 7D | +39.3% | +8.1% | +31.2% | +35.4% |
| 30D | -0.2% | -6.9% | +6.6% | +0.9% |
| 3M | -21.1% | -5.1% | -16.0% | -20.1% |
| 6M | -45.5% | -5.7% | -39.8% | -45.7% |
| YTD | -8.2% | +18.1% | -26.2% | -18.5% |
| 1Y | +28.2% | +18.4% | +9.8% | +14.1% |
| All | +28.2% | +18.2% | +10.0% | +14.1% |
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