+546.0%
RKLB vs WY
-5.4%
+551.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.4% |
| 7D | -2.0% | -4.2% | +2.1% | +0.5% |
| 30D | -22.4% | -10.1% | -12.4% | -17.4% |
| 3M | -45.2% | -8.5% | -36.7% | -43.5% |
| 6M | -12.5% | -3.3% | -9.2% | -12.8% |
| YTD | -9.8% | -4.4% | -5.4% | -10.0% |
| 1Y | +30.0% | -11.5% | +41.5% | +35.6% |
| 3Y | +942.2% | -24.3% | +966.5% | +1,085.5% |
| 5Y | +236.8% | -21.3% | +258.1% | +299.2% |
| All | +546.0% | -5.4% | +551.4% | +632.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling