+340.7%
RKLB vs WEC
+52.6%
+288.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.7% | +6.6% |
| 7D | +15.2% | +1.4% | +13.8% | +14.8% |
| 30D | -8.1% | +12.8% | -20.9% | -10.8% |
| 3M | -21.7% | +11.2% | -32.9% | -23.7% |
| 6M | -40.5% | +6.6% | -47.2% | -41.7% |
| YTD | -10.1% | +13.8% | -23.9% | -13.7% |
| 1Y | +20.8% | +7.6% | +13.2% | +17.9% |
| 3Y | +1,335.0% | +62.2% | +1,272.8% | +1,115.9% |
| All | +340.7% | +52.6% | +288.1% | +353.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling