+546.0%
RKLB vs WCC
+463.7%
+82.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | -0.5% |
| 7D | -2.0% | +1.5% | -3.6% | -2.9% |
| 30D | -22.4% | -2.1% | -20.3% | -21.6% |
| 3M | -45.2% | +3.8% | -49.0% | -46.6% |
| 6M | -12.5% | +35.0% | -47.5% | -25.6% |
| YTD | -9.8% | +46.4% | -56.1% | -26.8% |
| 1Y | +30.0% | +63.0% | -33.0% | -1.1% |
| 3Y | +942.2% | +133.9% | +808.3% | +529.8% |
| 5Y | +236.8% | +226.5% | +10.3% | +70.1% |
| All | +546.0% | +463.7% | +82.4% | +185.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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