-7.4%
RKLB vs WST
+47.3%
-54.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.4% | -4.2% | -3.9% |
| 7D | -10.6% | +1.3% | -11.9% | -11.0% |
| 30D | -28.3% | +8.5% | -36.8% | -30.1% |
| 3M | -29.7% | +17.2% | -46.9% | -33.2% |
| 6M | -34.8% | +36.3% | -71.1% | -40.3% |
| YTD | -24.9% | +48.9% | -73.8% | -33.1% |
| 1Y | -7.4% | +42.9% | -50.3% | -14.4% |
| All | -7.4% | +47.3% | -54.7% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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