+962.4%
RKLB vs SM
-2.8%
+965.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.6% | -1.1% | +2.0% |
| 7D | +5.3% | -0.2% | +5.5% | +5.3% |
| 30D | -20.5% | +31.5% | -52.0% | -23.9% |
| 3M | -42.0% | +17.3% | -59.4% | -43.9% |
| 6M | -6.0% | +48.5% | -54.6% | -15.9% |
| YTD | -5.6% | +106.3% | -111.8% | -23.5% |
| 1Y | +38.0% | +47.3% | -9.3% | +22.0% |
| 3Y | +962.4% | -1.4% | +963.8% | +805.8% |
| All | +962.4% | -2.8% | +965.2% | +805.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling