+546.0%
RKLB vs WCN
+56.1%
+490.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.0% | -3.1% | +1.1% | -1.1% |
| 30D | -22.4% | -3.4% | -19.1% | -21.6% |
| 3M | -45.2% | +3.0% | -48.1% | -46.7% |
| 6M | -12.5% | -3.8% | -8.8% | -12.6% |
| YTD | -9.8% | -8.3% | -1.4% | -7.7% |
| 1Y | +30.0% | -9.7% | +39.7% | +33.2% |
| 3Y | +942.2% | +17.2% | +925.1% | +772.2% |
| 5Y | +236.8% | +25.3% | +211.5% | +159.3% |
| All | +546.0% | +56.1% | +490.0% | +285.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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