+345.9%
RKLB vs WWD
+183.1%
+162.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.2% | -1.6% |
| 7D | +39.3% | +8.2% | +31.2% | +31.8% |
| 30D | -0.2% | -0.2% | -0.1% | +0.6% |
| 3M | -21.1% | -8.4% | -12.7% | -15.2% |
| 6M | -45.5% | -9.5% | -36.0% | -41.6% |
| YTD | -8.2% | +10.1% | -18.2% | -17.2% |
| 1Y | +28.2% | +21.6% | +6.7% | +6.7% |
| 3Y | +1,366.1% | +149.6% | +1,216.6% | +582.7% |
| 5Y | +345.9% | +191.3% | +154.6% | +72.4% |
| All | +345.9% | +183.1% | +162.8% | +72.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling