+576.0%
RKLB vs SIMO
+689.7%
-113.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.2% | -3.7% | +0.7% |
| 7D | +5.3% | +14.6% | -9.3% | +1.1% |
| 30D | -20.5% | +6.2% | -26.7% | -22.4% |
| 3M | -42.0% | +3.6% | -45.6% | -43.7% |
| 6M | -6.0% | +130.8% | -136.8% | -30.0% |
| YTD | -5.6% | +195.8% | -201.3% | -36.8% |
| 1Y | +38.0% | +225.0% | -187.0% | -10.5% |
| 3Y | +962.4% | +452.3% | +510.1% | +476.3% |
| 5Y | +336.5% | +303.6% | +32.9% | +153.2% |
| All | +576.0% | +689.7% | -113.7% | +280.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling