+535.9%
RKLB vs WPM
+319.4%
+216.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | -0.2% |
| 7D | -2.9% | -3.6% | +0.7% | -1.4% |
| 30D | -22.6% | +12.5% | -35.0% | -27.0% |
| 3M | -41.0% | +40.6% | -81.6% | -49.3% |
| 6M | -10.1% | +0.5% | -10.7% | -11.5% |
| YTD | -11.2% | +29.0% | -40.2% | -20.0% |
| 1Y | +34.2% | +43.8% | -9.6% | +16.6% |
| 3Y | +899.4% | +266.3% | +633.1% | +526.2% |
| 5Y | +231.5% | +255.1% | -23.6% | +99.6% |
| All | +535.9% | +319.4% | +216.4% | +276.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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