+944.2%
RKLB vs SMR
+81.4%
+862.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.3% | -0.9% | -3.2% |
| 7D | 0.0% | +13.1% | -13.1% | -4.1% |
| 30D | -21.2% | +17.8% | -39.0% | -25.8% |
| 3M | -41.7% | +8.1% | -49.8% | -43.5% |
| 6M | -11.8% | -11.1% | -0.7% | -10.4% |
| YTD | -9.6% | -23.7% | +14.1% | -3.8% |
| 1Y | +34.1% | -69.4% | +103.5% | +76.5% |
| All | +944.2% | +81.4% | +862.8% | +723.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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