+557.5%
RKLB vs SM
+699.2%
-141.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +5.2% | -8.3% | -3.9% |
| 7D | +39.3% | +10.6% | +28.7% | +37.3% |
| 30D | -0.2% | -15.0% | +14.7% | +1.8% |
| 3M | -21.1% | +1.7% | -22.7% | -21.8% |
| 6M | -45.5% | +5.9% | -51.4% | -47.0% |
| YTD | -8.2% | +79.0% | -87.2% | -19.6% |
| 1Y | +28.2% | +84.7% | -56.4% | +11.5% |
| 3Y | +1,366.1% | -3.5% | +1,369.6% | +1,284.1% |
| 5Y | +345.9% | +4.9% | +340.9% | +317.4% |
| All | +557.5% | +699.2% | -141.6% | +516.2% |
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