+1,348.3%
RKLB vs WEC
+62.1%
+1,286.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.7% | +6.5% |
| 7D | +15.2% | +1.4% | +13.8% | +15.0% |
| 30D | -8.1% | +12.8% | -20.9% | -9.5% |
| 3M | -21.7% | +11.2% | -32.9% | -22.6% |
| 6M | -40.5% | +6.6% | -47.2% | -41.1% |
| YTD | -10.1% | +13.8% | -23.9% | -12.4% |
| 1Y | +20.8% | +7.6% | +13.2% | +19.6% |
| All | +1,348.3% | +62.1% | +1,286.2% | +1,151.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling