+962.4%
RKLB vs WELL
+204.7%
+757.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +2.3% |
| 7D | +5.3% | -1.3% | +6.6% | +5.8% |
| 30D | -20.5% | +0.5% | -21.0% | -20.7% |
| 3M | -42.0% | +19.1% | -61.1% | -47.5% |
| 6M | -6.0% | +17.0% | -23.0% | -13.5% |
| YTD | -5.6% | +29.2% | -34.8% | -17.8% |
| 1Y | +38.0% | +42.1% | -4.1% | +10.0% |
| 3Y | +962.4% | +204.5% | +757.9% | +390.1% |
| All | +962.4% | +204.7% | +757.7% | +390.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling