+330.6%
RKLB vs WCN
+48.0%
+282.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +15.9% | +2.6% | +13.3% | +15.4% |
| 30D | +4.0% | +23.9% | -20.0% | -1.5% |
| 3M | -23.2% | +17.4% | -40.6% | -26.2% |
| 6M | -50.4% | +28.0% | -78.4% | -54.8% |
| YTD | -11.8% | +11.6% | -23.4% | -14.0% |
| 1Y | +36.0% | +16.9% | +19.1% | +28.7% |
| 3Y | +1,321.0% | +51.6% | +1,269.4% | +972.9% |
| All | +330.6% | +48.0% | +282.6% | +203.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling