+330.6%
RKLB vs WU
-43.8%
+374.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.3% | -4.3% |
| 7D | +15.9% | -2.0% | +18.0% | +16.5% |
| 30D | +4.0% | +11.4% | -7.4% | -0.2% |
| 3M | -23.2% | -6.8% | -16.4% | -22.1% |
| 6M | -50.4% | -14.6% | -35.8% | -49.1% |
| YTD | -11.8% | -20.6% | +8.8% | -7.3% |
| 1Y | +36.0% | -15.4% | +51.3% | +39.4% |
| 3Y | +1,321.0% | -23.6% | +1,344.6% | +1,378.2% |
| All | +330.6% | -43.8% | +374.4% | +395.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling