+535.9%
RKLB vs WU
-50.7%
+586.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -1.5% |
| 7D | -2.9% | -5.0% | +2.1% | -1.5% |
| 30D | -22.6% | -2.3% | -20.3% | -22.2% |
| 3M | -41.0% | -3.2% | -37.8% | -41.7% |
| 6M | -10.1% | -25.0% | +14.9% | -2.8% |
| YTD | -11.2% | -21.7% | +10.5% | -6.0% |
| 1Y | +34.2% | -9.0% | +43.2% | +33.5% |
| 3Y | +899.4% | -28.9% | +928.2% | +963.4% |
| 5Y | +231.5% | -51.0% | +282.5% | +274.2% |
| All | +535.9% | -50.7% | +586.6% | +622.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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