+559.5%
RKLB vs WEC
+33.4%
+526.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +0.9% |
| 7D | -0.2% | -0.3% | +0.1% | -0.1% |
| 30D | -14.1% | -1.3% | -12.8% | -13.9% |
| 3M | -46.4% | -3.9% | -42.5% | -46.2% |
| 6M | -10.6% | -8.3% | -2.3% | -8.9% |
| YTD | -7.9% | +3.1% | -10.9% | -9.2% |
| 1Y | +49.5% | +1.9% | +47.5% | +48.0% |
| 3Y | +913.6% | +41.9% | +871.7% | +801.1% |
| 5Y | +375.3% | +30.8% | +344.5% | +344.7% |
| All | +559.5% | +33.4% | +526.1% | +429.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling