+531.5%
RKLB vs WPM
+265.2%
+266.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.9% |
| 7D | +15.9% | -3.6% | +19.5% | +17.6% |
| 30D | +4.0% | +1.4% | +2.5% | +2.7% |
| 3M | -23.2% | -0.2% | -23.0% | -24.3% |
| 6M | -50.4% | -7.3% | -43.1% | -49.7% |
| YTD | -11.8% | +12.3% | -24.1% | -16.3% |
| 1Y | +36.0% | +24.9% | +11.1% | +25.2% |
| 3Y | +1,321.0% | +210.4% | +1,110.7% | +848.7% |
| 5Y | +328.2% | +210.4% | +117.8% | +170.7% |
| All | +531.5% | +265.2% | +266.3% | +293.8% |
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