+34.2%
RKLB vs SHW
-10.7%
+44.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.3% |
| 7D | -2.9% | -4.5% | +1.6% | -1.0% |
| 30D | -22.6% | -12.7% | -9.9% | -18.0% |
| 3M | -41.0% | +4.7% | -45.7% | -42.6% |
| 6M | -10.1% | -3.4% | -6.7% | -9.5% |
| YTD | -11.2% | -1.3% | -9.8% | -12.1% |
| 1Y | +34.2% | -10.4% | +44.6% | +38.9% |
| All | +34.2% | -10.7% | +44.9% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 1y: compounded portfolio wealth divided by compounded SHW 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…
1y analysis · Full analysis span regression · 6 months rolling