+329.8%
RKLB vs WELL
+227.5%
+102.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.5% | +6.1% | +6.3% |
| 7D | +15.2% | +3.0% | +12.2% | +13.6% |
| 30D | -8.1% | +10.2% | -18.3% | -13.1% |
| 3M | -21.7% | +6.1% | -27.8% | -24.6% |
| 6M | -40.5% | +16.6% | -57.2% | -46.7% |
| YTD | -10.1% | +35.3% | -45.4% | -26.6% |
| 1Y | +20.8% | +31.5% | -10.6% | -0.5% |
| 3Y | +1,335.0% | +206.5% | +1,128.5% | +549.1% |
| 5Y | +329.8% | +222.0% | +107.9% | +77.0% |
| All | +329.8% | +227.5% | +102.3% | +77.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling