+559.5%
RKLB vs SMTC
+113.7%
+445.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.2% | -8.5% | -2.9% |
| 7D | -0.2% | +12.7% | -12.9% | -5.0% |
| 30D | -14.1% | +22.0% | -36.1% | -21.8% |
| 3M | -46.4% | -12.7% | -33.8% | -45.1% |
| 6M | -10.6% | +64.8% | -75.4% | -29.4% |
| YTD | -7.9% | +100.7% | -108.6% | -33.1% |
| 1Y | +49.5% | +146.9% | -97.4% | -0.1% |
| 3Y | +913.6% | +456.8% | +456.7% | +291.7% |
| 5Y | +375.3% | +89.2% | +286.1% | +217.3% |
| All | +559.5% | +113.7% | +445.8% | +339.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling