+49.5%
RKLB vs SMTC
+154.8%
-105.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.2% | -8.5% | -3.4% |
| 7D | -0.2% | +12.7% | -12.9% | -5.7% |
| 30D | -14.1% | +22.0% | -36.1% | -23.1% |
| 3M | -46.4% | -12.7% | -33.8% | -45.1% |
| 6M | -10.6% | +64.8% | -75.4% | -34.8% |
| YTD | -7.9% | +100.7% | -108.6% | -39.6% |
| 1Y | +49.5% | +146.9% | -97.4% | -6.7% |
| All | +49.5% | +154.8% | -105.3% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 1y: compounded portfolio wealth divided by compounded SMTC 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…
1y analysis · Full analysis span regression · 6 months rolling