+531.5%
RKLB vs WEC
+48.1%
+483.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | +15.9% | +1.5% | +14.4% | +15.6% |
| 30D | +4.0% | +10.2% | -6.2% | +1.6% |
| 3M | -23.2% | +7.6% | -30.8% | -24.6% |
| 6M | -50.4% | +6.6% | -57.1% | -51.4% |
| YTD | -11.8% | +14.4% | -26.2% | -15.2% |
| 1Y | +36.0% | +8.8% | +27.1% | +32.4% |
| 3Y | +1,321.0% | +63.3% | +1,257.7% | +1,118.2% |
| 5Y | +328.2% | +56.0% | +272.2% | +281.1% |
| All | +531.5% | +48.1% | +483.4% | +394.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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