+547.3%
RKLB vs WFC
+272.4%
+274.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.9% | -6.2% | -5.4% |
| 7D | 0.0% | +0.4% | -0.5% | -0.4% |
| 30D | -21.2% | +2.5% | -23.7% | -22.5% |
| 3M | -41.7% | +10.0% | -51.7% | -45.5% |
| 6M | -11.8% | +15.1% | -26.8% | -20.4% |
| YTD | -9.6% | -2.2% | -7.4% | -9.8% |
| 1Y | +34.1% | +13.5% | +20.7% | +22.7% |
| 3Y | +917.3% | +135.2% | +782.0% | +543.8% |
| 5Y | +204.4% | +128.3% | +76.1% | +100.9% |
| All | +547.3% | +272.4% | +274.8% | +312.9% |
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