+127.2%
WMT vs RKLB
+575.6%
-448.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.5% | -3.5% | -1.1% |
| 7D | +0.1% | +5.3% | -5.2% | 0.0% |
| 30D | -5.0% | -20.5% | +15.5% | -4.3% |
| 3M | -11.3% | -42.0% | +30.8% | -9.9% |
| 6M | -13.8% | -6.0% | -7.7% | -14.4% |
| YTD | -4.2% | -5.6% | +1.4% | -5.2% |
| 1Y | +4.6% | +38.0% | -33.4% | +1.4% |
| 3Y | +100.5% | +962.4% | -861.9% | +76.1% |
| 5Y | +129.7% | +336.5% | -206.8% | +99.5% |
| All | +127.2% | +575.6% | -448.4% | +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 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