+531.5%
RKLB vs WWD
+200.9%
+330.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.3% | -3.5% |
| 7D | +15.9% | +4.0% | +12.0% | +13.1% |
| 30D | +4.0% | +0.4% | +3.6% | +4.3% |
| 3M | -23.2% | -7.9% | -15.3% | -18.2% |
| 6M | -50.4% | -10.6% | -39.8% | -46.7% |
| YTD | -11.8% | +9.4% | -21.2% | -18.8% |
| 1Y | +36.0% | +25.7% | +10.2% | +13.2% |
| 3Y | +1,321.0% | +148.5% | +1,172.5% | +647.4% |
| 5Y | +328.2% | +189.5% | +138.7% | +95.4% |
| All | +531.5% | +200.9% | +330.5% | +180.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling