+531.5%
RKLB vs WFC
+259.5%
+271.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -4.2% |
| 7D | +15.9% | +2.5% | +13.4% | +14.4% |
| 30D | +4.0% | +7.0% | -3.0% | -0.2% |
| 3M | -23.2% | -1.8% | -21.4% | -22.8% |
| 6M | -50.4% | +18.4% | -68.8% | -55.9% |
| YTD | -11.8% | -5.6% | -6.2% | -10.4% |
| 1Y | +36.0% | +3.9% | +32.1% | +30.7% |
| 3Y | +1,321.0% | +126.3% | +1,194.7% | +819.0% |
| 5Y | +328.2% | +91.1% | +237.1% | +190.9% |
| All | +531.5% | +259.5% | +271.9% | +310.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling