+557.5%
RKLB vs SFM
+144.8%
+412.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.8% | -3.5% |
| 7D | +39.3% | -0.4% | +39.7% | +39.2% |
| 30D | -0.2% | -19.2% | +19.0% | +2.8% |
| 3M | -21.1% | -40.3% | +19.2% | -13.1% |
| 6M | -45.5% | -40.9% | -4.6% | -39.9% |
| YTD | -8.2% | -35.5% | +27.4% | -1.8% |
| 1Y | +28.2% | -37.4% | +65.6% | +37.8% |
| 3Y | +1,366.1% | +25.5% | +1,340.7% | +1,427.3% |
| 5Y | +345.9% | +113.0% | +232.8% | +337.8% |
| All | +557.5% | +144.8% | +412.7% | +521.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SFM.
Daily Out/Under-Performance
Portfolio return minus SFM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SFM 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 SFM 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