+623.8%
RKLB vs SMR
+11.2%
+612.6%
-61.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +15.3% | -12.8% | -2.2% |
| 7D | +5.3% | +21.4% | -16.1% | -1.1% |
| 30D | -20.5% | +13.8% | -34.3% | -24.4% |
| 3M | -42.0% | +3.9% | -45.9% | -43.1% |
| 6M | -6.0% | -4.2% | -1.8% | -6.7% |
| YTD | -5.6% | -21.1% | +15.5% | -0.6% |
| 1Y | +38.0% | -67.1% | +105.1% | +78.3% |
| 3Y | +962.4% | +88.9% | +873.6% | +736.3% |
| All | +623.8% | +11.2% | +612.6% | +493.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling