+364.9%
RKLB vs SM
-0.4%
+365.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.6% | -0.1% | +4.3% |
| 7D | +26.3% | +0.3% | +26.0% | +26.3% |
| 30D | +0.7% | -17.3% | +18.0% | +4.4% |
| 3M | -17.3% | -3.6% | -13.7% | -17.6% |
| 6M | -43.6% | +2.9% | -46.5% | -45.9% |
| YTD | -5.2% | +70.2% | -75.4% | -22.9% |
| 1Y | +29.1% | +66.5% | -37.4% | +5.4% |
| 3Y | +1,413.7% | -8.2% | +1,421.9% | +1,287.2% |
| 5Y | +364.9% | -1.5% | +366.3% | +316.5% |
| All | +364.9% | -0.4% | +365.2% | +316.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling