+576.0%
RKLB vs WY
-2.7%
+578.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.4% | +3.9% | +3.4% |
| 7D | +5.3% | -2.1% | +7.4% | +6.6% |
| 30D | -20.5% | -10.5% | -10.0% | -15.1% |
| 3M | -42.0% | -4.9% | -37.2% | -41.8% |
| 6M | -6.0% | -4.9% | -1.1% | -5.3% |
| YTD | -5.6% | -1.7% | -3.9% | -7.4% |
| 1Y | +38.0% | -9.4% | +47.4% | +42.1% |
| 3Y | +962.4% | -22.3% | +984.7% | +1,089.6% |
| 5Y | +336.5% | -20.5% | +357.0% | +411.7% |
| All | +576.0% | -2.7% | +578.7% | +653.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling