+30.0%
RKLB vs WWD
+41.6%
-11.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +0.7% |
| 7D | -2.0% | -2.6% | +0.5% | -0.4% |
| 30D | -22.4% | -6.9% | -15.5% | -18.8% |
| 3M | -45.2% | -13.0% | -32.1% | -40.6% |
| 6M | -12.5% | -12.5% | -0.1% | -7.0% |
| YTD | -9.8% | +11.8% | -21.6% | -19.4% |
| 1Y | +30.0% | +41.1% | -11.1% | +13.9% |
| All | +30.0% | +41.6% | -11.6% | +13.9% |
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