+28.2%
RKLB vs WST
+49.0%
-20.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.8% | -3.0% |
| 7D | +39.3% | +4.9% | +34.5% | +37.0% |
| 30D | -0.2% | +10.7% | -10.9% | -3.0% |
| 3M | -21.1% | +16.8% | -37.9% | -24.5% |
| 6M | -45.5% | +32.0% | -77.5% | -48.9% |
| YTD | -8.2% | +49.9% | -58.1% | -17.3% |
| 1Y | +28.2% | +50.6% | -22.4% | +15.3% |
| All | +28.2% | +49.0% | -20.8% | +15.3% |
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