+231.5%
RKLB vs WCC
+211.6%
+19.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.2% | +1.5% | +0.2% |
| 7D | -2.9% | +1.7% | -4.6% | -3.9% |
| 30D | -22.6% | -6.1% | -16.5% | -19.6% |
| 3M | -41.0% | +3.1% | -44.1% | -42.3% |
| 6M | -10.1% | +28.2% | -38.3% | -22.1% |
| YTD | -11.2% | +41.1% | -52.3% | -27.6% |
| 1Y | +34.2% | +61.3% | -27.1% | +0.7% |
| 3Y | +899.4% | +123.6% | +775.7% | +491.4% |
| 5Y | +231.5% | +214.8% | +16.7% | +62.7% |
| All | +231.5% | +211.6% | +19.9% | +62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling