+543.6%
RKLB vs SIMO
+392.2%
+151.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.7% | +8.3% | +7.1% |
| 7D | +15.2% | -16.0% | +31.2% | +21.7% |
| 30D | -8.1% | -35.8% | +27.7% | +4.7% |
| 3M | -21.7% | -26.5% | +4.8% | -15.4% |
| 6M | -40.5% | -33.0% | -7.5% | -35.0% |
| YTD | -10.1% | +84.3% | -94.4% | -31.4% |
| 1Y | +20.8% | +82.0% | -61.2% | -7.2% |
| 3Y | +1,335.0% | +218.5% | +1,116.5% | +801.0% |
| 5Y | +329.8% | +175.0% | +154.8% | +180.8% |
| All | +543.6% | +392.2% | +151.4% | +312.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling