+559.5%
RKLB vs SRE
+52.3%
+507.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +1.1% |
| 7D | -0.2% | -0.3% | +0.1% | -0.1% |
| 30D | -14.1% | -0.7% | -13.4% | -14.2% |
| 3M | -46.4% | -6.3% | -40.1% | -45.0% |
| 6M | -10.6% | -10.7% | 0.0% | -5.3% |
| YTD | -7.9% | -3.5% | -4.4% | -7.2% |
| 1Y | +49.5% | +5.3% | +44.2% | +42.6% |
| 3Y | +913.6% | +31.8% | +881.8% | +776.1% |
| 5Y | +375.3% | +47.4% | +327.9% | +341.6% |
| All | +559.5% | +52.3% | +507.2% | +468.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 SRE 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