+1,321.0%
RKLB vs WCC
+134.5%
+1,186.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.7% | -2.3% | -2.8% |
| 7D | +15.9% | +9.9% | +6.0% | +9.1% |
| 30D | +4.0% | -8.4% | +12.4% | +10.7% |
| 3M | -23.2% | -10.3% | -12.8% | -17.2% |
| 6M | -50.4% | -10.5% | -40.0% | -46.7% |
| YTD | -11.8% | +32.2% | -44.0% | -25.3% |
| 1Y | +36.0% | +25.5% | +10.4% | +19.1% |
| 3Y | +1,321.0% | +134.7% | +1,186.3% | +809.5% |
| All | +1,321.0% | +134.5% | +1,186.6% | +809.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling