+962.4%
RKLB vs SFM
+96.9%
+865.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.5% | +9.0% | +4.7% |
| 7D | +5.3% | -5.8% | +11.1% | +7.3% |
| 30D | -20.5% | -11.4% | -9.1% | -17.7% |
| 3M | -42.0% | -12.2% | -29.8% | -39.9% |
| 6M | -6.0% | -5.2% | -0.9% | -5.8% |
| YTD | -5.6% | -4.5% | -1.1% | -6.1% |
| 1Y | +38.0% | -45.4% | +83.4% | +73.1% |
| 3Y | +962.4% | +91.1% | +871.3% | +847.2% |
| All | +962.4% | +96.9% | +865.5% | +847.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling