+576.0%
RKLB vs WPM
+330.9%
+245.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | +5.3% | +7.0% | -1.7% | +2.3% |
| 30D | -20.5% | +15.7% | -36.2% | -25.9% |
| 3M | -42.0% | +35.2% | -77.3% | -49.4% |
| 6M | -6.0% | +6.1% | -12.1% | -9.4% |
| YTD | -5.6% | +32.6% | -38.1% | -15.9% |
| 1Y | +38.0% | +46.9% | -8.9% | +18.8% |
| 3Y | +962.4% | +276.3% | +686.1% | +558.5% |
| 5Y | +336.5% | +260.0% | +76.5% | +160.4% |
| All | +576.0% | +330.9% | +245.1% | +295.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling