+1,275.2%
RKLB vs WMB
+110.9%
+1,164.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +3.7% | +7.2% | +8.3% |
| 7D | +13.0% | -6.7% | +19.7% | +18.9% |
| 30D | -13.7% | -8.6% | -5.1% | -7.7% |
| 3M | -28.9% | -4.9% | -24.0% | -26.2% |
| 6M | -44.2% | -6.3% | -37.9% | -43.0% |
| YTD | -15.6% | +13.0% | -28.6% | -27.6% |
| 1Y | +14.0% | +14.9% | -0.9% | -3.7% |
| 3Y | +1,275.2% | +113.4% | +1,161.9% | +777.0% |
| All | +1,275.2% | +110.9% | +1,164.3% | +777.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling