+535.9%
RKLB vs WFC
+271.5%
+264.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.5% | -1.6% |
| 7D | -2.9% | +0.3% | -3.2% | -3.2% |
| 30D | -22.6% | +2.3% | -24.8% | -23.8% |
| 3M | -41.0% | +9.8% | -50.8% | -44.8% |
| 6M | -10.1% | +15.6% | -25.7% | -19.2% |
| YTD | -11.2% | -2.4% | -8.7% | -11.2% |
| 1Y | +34.2% | +13.8% | +20.4% | +22.5% |
| 3Y | +899.4% | +134.6% | +764.7% | +533.4% |
| 5Y | +231.5% | +127.9% | +103.6% | +119.1% |
| All | +535.9% | +271.5% | +264.4% | +306.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling