+1,255.3%
WDC vs RKLB
+559.1%
+696.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.7% | +5.2% | +5.7% |
| 7D | +1.7% | -0.2% | +1.9% | +1.8% |
| 30D | -10.0% | -14.1% | +4.2% | -7.3% |
| 3M | -18.8% | -46.4% | +27.7% | -8.6% |
| 6M | +79.0% | -10.6% | +89.7% | +77.6% |
| YTD | +171.6% | -7.9% | +179.4% | +167.4% |
| 1Y | +417.4% | +49.5% | +367.9% | +360.0% |
| 3Y | +1,251.8% | +913.6% | +338.2% | +702.9% |
| 5Y | +911.7% | +375.3% | +536.4% | +485.1% |
| All | +1,255.3% | +559.1% | +696.2% | +698.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling