+547.3%
RKLB vs WELL
+319.3%
+227.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.0% |
| 7D | 0.0% | -1.1% | +1.1% | +0.4% |
| 30D | -21.2% | +0.7% | -21.9% | -21.5% |
| 3M | -41.7% | +14.5% | -56.2% | -45.7% |
| 6M | -11.8% | +14.4% | -26.2% | -17.7% |
| YTD | -9.6% | +28.5% | -38.1% | -20.2% |
| 1Y | +34.1% | +41.8% | -7.7% | +11.5% |
| 3Y | +917.3% | +202.8% | +714.4% | +495.4% |
| 5Y | +204.4% | +208.8% | -4.4% | +68.5% |
| All | +547.3% | +319.3% | +227.9% | +252.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling