+364.9%
RKLB vs SFM
+111.2%
+253.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +3.5% | +2.0% | +4.8% |
| 7D | +26.3% | -7.1% | +33.4% | +28.3% |
| 30D | +0.7% | -21.4% | +22.1% | +4.7% |
| 3M | -17.3% | -40.1% | +22.8% | -8.3% |
| 6M | -43.6% | -38.0% | -5.6% | -38.1% |
| YTD | -5.2% | -36.5% | +31.4% | +2.4% |
| 1Y | +29.1% | -35.2% | +64.3% | +37.8% |
| 3Y | +1,413.7% | +23.5% | +1,390.3% | +1,470.3% |
| 5Y | +364.9% | +109.7% | +255.2% | +350.7% |
| All | +364.9% | +111.2% | +253.7% | +350.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling