+36.0%
RKLB vs SW
+22.9%
+13.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.0% | -3.5% |
| 7D | +15.9% | -3.9% | +19.9% | +17.0% |
| 30D | +4.0% | +3.9% | 0.0% | +2.8% |
| 3M | -23.2% | -14.6% | -8.6% | -20.6% |
| 6M | -50.4% | +6.9% | -57.3% | -52.0% |
| YTD | -11.8% | +12.8% | -24.6% | -17.9% |
| 1Y | +36.0% | +24.3% | +11.7% | +15.4% |
| All | +36.0% | +22.9% | +13.1% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1y: compounded portfolio wealth divided by compounded SW 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…
1y analysis · Full analysis span regression · 6 months rolling