+1,321.0%
RKLB vs SFM
+27.3%
+1,293.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -4.3% |
| 7D | +15.9% | +6.0% | +9.9% | +14.3% |
| 30D | +4.0% | -19.5% | +23.4% | +8.3% |
| 3M | -23.2% | -37.0% | +13.8% | -14.2% |
| 6M | -50.4% | -41.0% | -9.4% | -43.5% |
| YTD | -11.8% | -34.6% | +22.8% | -4.0% |
| 1Y | +36.0% | -36.3% | +72.2% | +48.7% |
| 3Y | +1,321.0% | +24.5% | +1,296.5% | +1,523.6% |
| All | +1,321.0% | +27.3% | +1,293.7% | +1,523.6% |
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