+962.4%
RKLB vs WFC
+133.9%
+828.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +4.2% |
| 7D | +5.3% | +1.1% | +4.3% | +4.4% |
| 30D | -20.5% | +0.8% | -21.3% | -21.2% |
| 3M | -42.0% | +9.3% | -51.3% | -46.7% |
| 6M | -6.0% | +10.6% | -16.7% | -15.4% |
| YTD | -5.6% | -4.1% | -1.5% | -3.9% |
| 1Y | +38.0% | +13.6% | +24.4% | +21.7% |
| 3Y | +962.4% | +130.7% | +831.7% | +467.6% |
| All | +962.4% | +133.9% | +828.5% | +467.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling