+557.5%
RKLB vs SMTC
+72.6%
+485.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.6% | +1.5% | -1.3% |
| 7D | +39.3% | +30.5% | +8.8% | +25.4% |
| 30D | -0.2% | -30.9% | +30.6% | +15.0% |
| 3M | -21.1% | -14.7% | -6.4% | -18.3% |
| 6M | -45.5% | -9.6% | -35.9% | -46.0% |
| YTD | -8.2% | +62.1% | -70.2% | -28.7% |
| 1Y | +28.2% | +66.6% | -38.4% | -1.1% |
| 3Y | +1,366.1% | +718.1% | +648.1% | +364.3% |
| 5Y | +345.9% | +32.8% | +313.1% | +237.0% |
| All | +557.5% | +72.6% | +485.0% | +368.2% |
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