+49.5%
RKLB vs SIMO
+226.2%
-176.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.7% | -8.0% | -1.3% |
| 7D | -0.2% | +4.2% | -4.4% | -1.3% |
| 30D | -14.1% | +4.1% | -18.2% | -15.5% |
| 3M | -46.4% | -12.9% | -33.6% | -45.7% |
| 6M | -10.6% | +110.3% | -121.0% | -23.3% |
| YTD | -7.9% | +178.6% | -186.5% | -34.9% |
| 1Y | +49.5% | +220.0% | -170.5% | -4.2% |
| All | +49.5% | +226.2% | -176.7% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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