+129.6%
WMT vs RKLB
+545.6%
-416.0%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.3% |
| 7D | 0.0% | -2.0% | +2.0% | +0.1% |
| 30D | -7.4% | -22.4% | +15.0% | -6.7% |
| 3M | -10.9% | -45.2% | +34.3% | -9.3% |
| 6M | -12.7% | -12.5% | -0.2% | -13.1% |
| YTD | -3.2% | -9.8% | +6.6% | -4.1% |
| 1Y | +5.3% | +30.0% | -24.7% | +2.3% |
| 3Y | +101.9% | +942.2% | -840.4% | +77.4% |
| 5Y | +134.6% | +236.8% | -102.3% | +104.7% |
| All | +129.6% | +545.6% | -416.0% | +95.8% |
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