+531.5%
RKLB vs WELL
+336.0%
+195.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | +15.9% | +0.1% | +15.8% | +16.0% |
| 30D | +4.0% | +5.7% | -1.7% | +1.4% |
| 3M | -23.2% | +4.6% | -27.8% | -24.9% |
| 6M | -50.4% | +11.9% | -62.3% | -53.4% |
| YTD | -11.8% | +33.6% | -45.4% | -23.6% |
| 1Y | +36.0% | +29.8% | +6.2% | +18.6% |
| 3Y | +1,321.0% | +202.2% | +1,118.9% | +730.5% |
| 5Y | +328.2% | +223.2% | +105.0% | +131.5% |
| All | +531.5% | +336.0% | +195.4% | +237.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling