+546.0%
RKLB vs SMTC
+141.6%
+404.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.1% | -3.5% | -0.4% |
| 7D | -2.0% | +13.1% | -15.1% | -6.8% |
| 30D | -22.4% | +19.5% | -41.9% | -28.7% |
| 3M | -45.2% | +2.2% | -47.4% | -47.3% |
| 6M | -12.5% | +94.9% | -107.4% | -35.3% |
| YTD | -9.8% | +127.0% | -136.7% | -37.7% |
| 1Y | +30.0% | +174.6% | -144.6% | -16.8% |
| 3Y | +942.2% | +615.9% | +326.3% | +258.0% |
| 5Y | +236.8% | +125.6% | +111.2% | +109.5% |
| All | +546.0% | +141.6% | +404.4% | +308.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling