-50.4%
RKLB vs SFM
-40.5%
-10.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SFM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -3.9% |
| 7D | +15.9% | +6.0% | +9.9% | +16.2% |
| 30D | +4.0% | -19.5% | +23.4% | +4.8% |
| 3M | -23.2% | -37.0% | +13.8% | -18.5% |
| 6M | -50.4% | -41.0% | -9.4% | -43.9% |
| All | -50.4% | -40.5% | -10.0% | -43.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling