+535.9%
RKLB vs SM
+831.1%
-295.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.8% |
| 7D | -2.9% | +2.1% | -5.0% | -3.2% |
| 30D | -22.6% | +18.1% | -40.7% | -24.5% |
| 3M | -41.0% | +17.0% | -58.0% | -42.8% |
| 6M | -10.1% | +55.4% | -65.5% | -18.1% |
| YTD | -11.2% | +108.6% | -119.7% | -23.5% |
| 1Y | +34.2% | +45.7% | -11.5% | +22.5% |
| 3Y | +899.4% | -0.3% | +899.7% | +842.6% |
| 5Y | +231.5% | +113.0% | +118.5% | +203.8% |
| All | +535.9% | +831.1% | -295.2% | +486.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 10y: compounded portfolio wealth divided by compounded SM 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…
10y analysis · Full analysis span regression · 6 months rolling