+204.4%
RKLB vs SHW
+14.0%
+190.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -3.2% |
| 7D | 0.0% | -3.2% | +3.2% | +2.1% |
| 30D | -21.2% | -11.4% | -9.8% | -14.9% |
| 3M | -41.7% | +3.5% | -45.2% | -43.7% |
| 6M | -11.8% | -3.4% | -8.4% | -10.6% |
| YTD | -9.6% | -0.3% | -9.2% | -10.8% |
| 1Y | +34.1% | -10.4% | +44.5% | +41.6% |
| 3Y | +917.3% | +21.3% | +896.0% | +768.5% |
| 5Y | +204.4% | +12.9% | +191.5% | +165.9% |
| All | +204.4% | +14.0% | +190.3% | +165.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling