+49.5%
RKLB vs WFC
+13.8%
+35.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.3% |
| 7D | -0.2% | +3.8% | -4.0% | -1.7% |
| 30D | -14.1% | +1.5% | -15.6% | -14.6% |
| 3M | -46.4% | +10.9% | -57.3% | -49.1% |
| 6M | -10.6% | +8.4% | -19.1% | -13.9% |
| YTD | -7.9% | -1.9% | -6.0% | -3.0% |
| 1Y | +49.5% | +12.3% | +37.1% | +43.3% |
| All | +49.5% | +13.8% | +35.6% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 1y: compounded portfolio wealth divided by compounded WFC 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…
1y analysis · Full analysis span regression · 6 months rolling