+535.9%
RKLB vs WWD
+203.6%
+332.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -0.7% |
| 7D | -2.9% | -2.9% | 0.0% | -0.9% |
| 30D | -22.6% | -6.6% | -16.0% | -18.8% |
| 3M | -41.0% | -9.3% | -31.7% | -37.4% |
| 6M | -10.1% | -13.6% | +3.5% | -1.8% |
| YTD | -11.2% | +10.4% | -21.5% | -19.1% |
| 1Y | +34.2% | +39.9% | -5.7% | +2.9% |
| 3Y | +899.4% | +165.0% | +734.3% | +402.4% |
| 5Y | +231.5% | +183.8% | +47.7% | +50.3% |
| All | +535.9% | +203.6% | +332.3% | +179.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling