+204.4%
RKLB vs SMTC
+116.8%
+87.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.8% | -5.1% | -4.6% |
| 7D | 0.0% | +22.5% | -22.5% | -8.0% |
| 30D | -21.2% | +24.9% | -46.1% | -28.8% |
| 3M | -41.7% | +4.1% | -45.8% | -44.3% |
| 6M | -11.8% | +92.6% | -104.3% | -34.5% |
| YTD | -9.6% | +122.5% | -132.1% | -37.1% |
| 1Y | +34.1% | +166.2% | -132.1% | -13.1% |
| 3Y | +917.3% | +577.2% | +340.1% | +257.4% |
| 5Y | +204.4% | +119.0% | +85.4% | +120.9% |
| All | +204.4% | +116.8% | +87.6% | +120.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling