+348.4%
RKLB vs WPM
+211.2%
+137.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.4% | -1.8% |
| 7D | +39.3% | -0.5% | +39.8% | +39.7% |
| 30D | -0.2% | -3.1% | +2.9% | +0.7% |
| 3M | -21.1% | -2.2% | -18.9% | -21.7% |
| 6M | -45.5% | -7.4% | -38.1% | -44.6% |
| YTD | -8.2% | +12.6% | -20.8% | -14.0% |
| 1Y | +28.2% | +22.8% | +5.4% | +16.6% |
| 3Y | +1,366.1% | +213.6% | +1,152.5% | +781.7% |
| All | +348.4% | +211.2% | +137.2% | +167.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling