+204.4%
RKLB vs WU
-51.4%
+255.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -4.0% |
| 7D | 0.0% | -4.9% | +4.9% | +1.4% |
| 30D | -21.2% | -1.3% | -19.9% | -21.1% |
| 3M | -41.7% | -3.6% | -38.2% | -42.4% |
| 6M | -11.8% | -24.3% | +12.6% | -4.8% |
| YTD | -9.6% | -21.1% | +11.5% | -4.4% |
| 1Y | +34.1% | -10.3% | +44.4% | +34.2% |
| 3Y | +917.3% | -28.4% | +945.6% | +979.2% |
| 5Y | +204.4% | -51.2% | +255.6% | +212.7% |
| All | +204.4% | -51.4% | +255.8% | +212.7% |
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