-7.4%
RKLB vs WY
+0.3%
-7.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.6% | -9.4% | -2.9% |
| 7D | -10.6% | +13.3% | -24.0% | -9.3% |
| 30D | -28.3% | +17.6% | -45.9% | -27.3% |
| 3M | -29.7% | -15.0% | -14.7% | -27.0% |
| 6M | -34.8% | -5.9% | -28.9% | -34.7% |
| YTD | -24.9% | -5.7% | -19.2% | -23.4% |
| 1Y | -7.4% | -0.2% | -7.2% | -7.3% |
| All | -7.4% | +0.3% | -7.7% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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