+559.5%
RKLB vs SM
+788.7%
-229.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +1.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -14.1% | +26.3% | -40.4% | -17.1% |
| 3M | -46.4% | +8.7% | -55.1% | -47.5% |
| 6M | -10.6% | +51.7% | -62.3% | -18.3% |
| YTD | -7.9% | +99.0% | -106.9% | -20.1% |
| 1Y | +49.5% | +34.6% | +14.9% | +38.0% |
| 3Y | +913.6% | -7.8% | +921.3% | +866.7% |
| 5Y | +375.3% | +104.8% | +270.5% | +338.4% |
| All | +559.5% | +788.7% | -229.2% | +512.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling