+49.5%
RKLB vs WWD
+41.9%
+7.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | 0.0% |
| 7D | -0.2% | +1.3% | -1.5% | -1.0% |
| 30D | -14.1% | -7.2% | -6.9% | -10.0% |
| 3M | -46.4% | -3.8% | -42.6% | -45.9% |
| 6M | -10.6% | -9.9% | -0.7% | -6.8% |
| YTD | -7.9% | +14.8% | -22.7% | -18.6% |
| 1Y | +49.5% | +42.1% | +7.4% | +27.7% |
| All | +49.5% | +41.9% | +7.6% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling