+49.5%
RKLB vs WELL
+42.4%
+7.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +0.2% |
| 7D | -0.2% | -0.8% | +0.6% | -0.4% |
| 30D | -14.1% | -0.1% | -14.0% | -14.1% |
| 3M | -46.4% | +18.0% | -64.5% | -46.2% |
| 6M | -10.6% | +15.0% | -25.6% | -8.3% |
| YTD | -7.9% | +28.6% | -36.5% | +0.3% |
| 1Y | +49.5% | +42.9% | +6.6% | +47.2% |
| All | +49.5% | +42.4% | +7.0% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 1y: compounded portfolio wealth divided by compounded WELL 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…
1y analysis · Full analysis span regression · 6 months rolling