+531.5%
RKLB vs SMTC
+65.5%
+465.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -2.3% |
| 7D | +15.9% | +11.0% | +4.9% | +11.1% |
| 30D | +4.0% | -28.5% | +32.5% | +18.3% |
| 3M | -23.2% | -14.2% | -9.0% | -20.6% |
| 6M | -50.4% | -18.0% | -32.4% | -48.9% |
| YTD | -11.8% | +55.5% | -67.3% | -30.4% |
| 1Y | +36.0% | +69.5% | -33.6% | +4.3% |
| 3Y | +1,321.0% | +699.7% | +621.4% | +353.6% |
| 5Y | +328.2% | +27.4% | +300.8% | +229.2% |
| All | +531.5% | +65.5% | +465.9% | +357.4% |
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