+308.8%
RKLB vs WTW
+42.0%
+266.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -2.0% | -5.7% | +3.7% | +0.2% |
| 30D | -22.4% | -7.3% | -15.2% | -20.3% |
| 3M | -45.2% | +21.5% | -66.6% | -50.0% |
| 6M | -12.5% | +9.6% | -22.1% | -17.4% |
| YTD | -9.8% | -3.3% | -6.5% | -9.0% |
| 1Y | +30.0% | -6.1% | +36.1% | +33.3% |
| 3Y | +942.2% | +61.8% | +880.4% | +596.4% |
| All | +308.8% | +42.0% | +266.8% | +178.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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