+576.0%
RKLB vs SITM
+588.2%
-12.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SITM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.7% | +3.2% |
| 7D | +5.3% | +8.4% | -3.0% | +2.5% |
| 30D | -20.5% | -17.4% | -3.1% | -15.7% |
| 3M | -42.0% | -9.8% | -32.2% | -41.1% |
| 6M | -6.0% | +83.0% | -89.0% | -25.1% |
| YTD | -5.6% | +69.6% | -75.2% | -25.0% |
| 1Y | +38.0% | +144.9% | -106.9% | -4.8% |
| 3Y | +962.4% | +429.9% | +532.6% | +424.9% |
| 5Y | +336.5% | +169.2% | +167.3% | +132.3% |
| All | +576.0% | +588.2% | -12.2% | +229.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling