+546.0%
RKLB vs SCCO
+343.2%
+202.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.8% |
| 7D | -2.0% | -2.7% | +0.6% | -0.8% |
| 30D | -22.4% | -0.7% | -21.7% | -22.8% |
| 3M | -45.2% | +8.1% | -53.2% | -47.9% |
| 6M | -12.5% | +4.1% | -16.6% | -15.3% |
| YTD | -9.8% | +41.1% | -50.9% | -25.5% |
| 1Y | +30.0% | +95.6% | -65.6% | -8.1% |
| 3Y | +942.2% | +179.3% | +763.0% | +496.8% |
| 5Y | +236.8% | +308.3% | -71.5% | +57.4% |
| All | +546.0% | +343.2% | +202.9% | +222.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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