+7.0%
WMT vs RKLB
+45.5%
-38.5%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.2% |
| 7D | +3.9% | -0.2% | +4.1% | +3.9% |
| 30D | -4.4% | -14.1% | +9.7% | -4.4% |
| 3M | -8.8% | -46.4% | +37.6% | -8.6% |
| 6M | -15.6% | -10.6% | -5.0% | -15.4% |
| YTD | -3.2% | -7.9% | +4.7% | -2.8% |
| 1Y | +7.0% | +49.5% | -42.4% | +7.9% |
| All | +7.0% | +45.5% | -38.5% | +7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling