+5.3%
WMT vs RKLB
+35.9%
-30.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +1.4% |
| 7D | 0.0% | -2.0% | +2.0% | 0.0% |
| 30D | -7.4% | -22.4% | +15.0% | -7.6% |
| 3M | -10.9% | -45.2% | +34.3% | -10.8% |
| 6M | -12.7% | -12.5% | -0.2% | -12.4% |
| YTD | -3.2% | -9.8% | +6.6% | -2.6% |
| 1Y | +5.3% | +30.0% | -24.7% | +7.6% |
| All | +5.3% | +35.9% | -30.6% | +7.6% |
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 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