+557.5%
RKLB vs WELL
+336.9%
+220.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.2% | -2.8% |
| 7D | +39.3% | +0.1% | +39.2% | +39.3% |
| 30D | -0.2% | +6.8% | -7.0% | -3.1% |
| 3M | -21.1% | +6.7% | -27.8% | -23.4% |
| 6M | -45.5% | +13.8% | -59.3% | -49.2% |
| YTD | -8.2% | +33.8% | -42.0% | -20.5% |
| 1Y | +28.2% | +29.6% | -1.4% | +11.9% |
| 3Y | +1,366.1% | +203.1% | +1,163.0% | +755.8% |
| 5Y | +345.9% | +223.8% | +122.0% | +140.9% |
| All | +557.5% | +336.9% | +220.7% | +251.4% |
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