+131.4%
WMT vs RKLB
+205.5%
-74.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | 0.0% |
| 7D | -2.5% | -2.9% | +0.4% | -2.4% |
| 30D | -6.4% | -22.6% | +16.1% | -5.6% |
| 3M | -12.1% | -41.0% | +28.9% | -10.7% |
| 6M | -15.0% | -10.1% | -4.8% | -15.6% |
| YTD | -4.5% | -11.2% | +6.7% | -5.4% |
| 1Y | +6.2% | +34.2% | -28.0% | +2.7% |
| 3Y | +99.9% | +899.4% | -799.5% | +72.3% |
| 5Y | +131.4% | +231.5% | -100.1% | +93.5% |
| All | +131.4% | +205.5% | -74.1% | +93.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling