+308.8%
RKLB vs SCCO
+303.5%
+5.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -48.1% |
| 6M | -12.5% | +4.1% | -16.6% | -15.5% |
| YTD | -9.8% | +41.1% | -50.9% | -26.2% |
| 1Y | +30.0% | +95.6% | -65.6% | -9.7% |
| 3Y | +942.2% | +179.3% | +763.0% | +476.4% |
| All | +308.8% | +303.5% | +5.2% | +85.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling