+547.3%
RKLB vs WTW
+64.7%
+482.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.6% | -0.7% | -2.7% |
| 7D | 0.0% | -7.1% | +7.1% | +3.1% |
| 30D | -21.2% | -8.5% | -12.7% | -18.3% |
| 3M | -41.7% | +20.6% | -62.3% | -47.2% |
| 6M | -11.8% | +7.2% | -19.0% | -16.3% |
| YTD | -9.6% | -3.9% | -5.7% | -9.2% |
| 1Y | +34.1% | -3.6% | +37.7% | +34.1% |
| 3Y | +917.3% | +60.7% | +856.6% | +591.3% |
| 5Y | +204.4% | +42.2% | +162.2% | +119.6% |
| All | +547.3% | +64.7% | +482.5% | +343.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling