+1,120.0%
RKLB vs WST
+19.1%
+1,100.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.9% | +13.5% | +15.1% |
| 7D | -3.0% | -3.1% | +0.1% | -2.4% |
| 30D | -26.2% | +9.1% | -35.3% | -27.1% |
| 3M | -29.9% | +14.7% | -44.6% | -31.3% |
| 6M | -37.3% | +28.0% | -65.3% | -39.5% |
| YTD | -23.9% | +45.6% | -69.6% | -28.4% |
| 1Y | +7.0% | +45.7% | -38.7% | +0.6% |
| 3Y | +1,120.0% | +21.1% | +1,098.9% | +973.1% |
| All | +1,120.0% | +19.1% | +1,100.9% | +973.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling