+1,359.8%
WDC vs RKLB
+945.6%
+414.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.5% | -0.4% | +1.6% |
| 7D | +6.0% | +5.3% | +0.7% | +4.8% |
| 30D | +9.9% | -20.5% | +30.4% | +15.7% |
| 3M | -9.4% | -42.0% | +32.7% | +0.7% |
| 6M | +94.7% | -6.0% | +100.8% | +90.7% |
| YTD | +177.4% | -5.6% | +182.9% | +171.1% |
| 1Y | +412.6% | +38.0% | +374.6% | +361.5% |
| 3Y | +1,359.8% | +962.4% | +397.4% | +842.5% |
| All | +1,359.8% | +945.6% | +414.2% | +842.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling