+578.9%
RKLB vs WELL
+341.2%
+237.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | +26.3% | +0.1% | +26.2% | +26.4% |
| 30D | +0.7% | +7.8% | -7.1% | -2.6% |
| 3M | -17.3% | +10.2% | -27.6% | -20.8% |
| 6M | -43.6% | +16.4% | -60.0% | -47.9% |
| YTD | -5.2% | +35.2% | -40.3% | -18.2% |
| 1Y | +29.1% | +30.5% | -1.4% | +12.5% |
| 3Y | +1,413.7% | +206.1% | +1,207.6% | +780.3% |
| 5Y | +364.9% | +228.3% | +136.6% | +150.4% |
| All | +578.9% | +341.2% | +237.7% | +261.5% |
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