+231.5%
RKLB vs SITM
+176.0%
+55.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SITM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.1% | -3.9% | -2.5% |
| 7D | -2.9% | +4.8% | -7.7% | -4.6% |
| 30D | -22.6% | -9.7% | -12.8% | -20.0% |
| 3M | -41.0% | -9.3% | -31.7% | -40.2% |
| 6M | -10.1% | +69.5% | -79.6% | -28.6% |
| YTD | -11.2% | +70.5% | -81.7% | -31.8% |
| 1Y | +34.2% | +145.3% | -111.1% | -12.3% |
| 3Y | +899.4% | +432.8% | +466.6% | +336.1% |
| 5Y | +231.5% | +174.0% | +57.5% | +59.1% |
| All | +231.5% | +176.0% | +55.5% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SITM.
Daily Out/Under-Performance
Portfolio return minus SITM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SITM 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 SITM 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