+757.5%
WDC vs RKLB
+531.1%
+226.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.0% | -1.0% | -4.1% |
| 7D | +12.1% | +15.9% | -3.9% | +8.7% |
| 30D | -18.8% | +4.0% | -22.8% | -19.3% |
| 3M | -39.3% | -23.2% | -16.1% | -36.1% |
| 6M | -40.1% | -50.4% | +10.3% | -32.5% |
| YTD | +71.8% | -11.8% | +83.6% | +70.1% |
| 1Y | +88.5% | +36.0% | +52.5% | +71.6% |
| 3Y | +770.0% | +1,321.0% | -551.0% | +388.9% |
| 5Y | +549.0% | +328.2% | +220.9% | +285.7% |
| All | +757.5% | +531.1% | +226.4% | +407.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 RKLB 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