+1,379.7%
RKLB vs SHW
+41.6%
+1,338.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.5% |
| 7D | +39.3% | +0.7% | +38.6% | +38.8% |
| 30D | -0.2% | +8.4% | -8.7% | -5.4% |
| 3M | -21.1% | -2.2% | -18.8% | -20.5% |
| 6M | -45.5% | +13.3% | -58.8% | -50.3% |
| YTD | -8.2% | +9.2% | -17.4% | -14.9% |
| 1Y | +28.2% | +2.9% | +25.3% | +23.7% |
| All | +1,379.7% | +41.6% | +1,338.1% | +1,280.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling