+28.2%
RKLB vs SIMO
+92.3%
-64.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.3% | -0.9% | -2.5% |
| 7D | +39.3% | +14.9% | +24.4% | +34.3% |
| 30D | -0.2% | -27.0% | +26.8% | +7.7% |
| 3M | -21.1% | -25.4% | +4.3% | -16.0% |
| 6M | -45.5% | -30.3% | -15.2% | -41.2% |
| YTD | -8.2% | +95.8% | -103.9% | -31.0% |
| 1Y | +28.2% | +100.0% | -71.8% | -7.9% |
| All | +28.2% | +92.3% | -64.1% | -7.9% |
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