+336.5%
RKLB vs SIMO
+297.1%
+39.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +6.2% | -3.7% | +0.6% |
| 7D | +5.3% | +14.6% | -9.3% | +0.8% |
| 30D | -20.5% | +6.2% | -26.7% | -22.5% |
| 3M | -42.0% | +3.6% | -45.6% | -43.8% |
| 6M | -6.0% | +130.8% | -136.8% | -32.1% |
| YTD | -5.6% | +195.8% | -201.3% | -39.6% |
| 1Y | +38.0% | +225.0% | -187.0% | -14.9% |
| 3Y | +962.4% | +452.3% | +510.1% | +430.8% |
| 5Y | +336.5% | +303.6% | +32.9% | +168.0% |
| All | +336.5% | +297.1% | +39.4% | +168.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling