-18.5%
RKLB vs SW
+25.8%
-44.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -1.5% | -10.7% | -11.8% |
| 7D | -22.2% | +4.7% | -26.8% | -23.0% |
| 30D | -38.7% | +5.0% | -43.7% | -39.5% |
| 3M | -38.5% | -7.3% | -31.2% | -37.6% |
| 6M | -41.6% | +15.0% | -56.6% | -44.7% |
| YTD | -34.1% | +18.5% | -52.6% | -41.1% |
| 1Y | -18.5% | +27.1% | -45.6% | -32.5% |
| All | -18.5% | +25.8% | -44.3% | -32.5% |
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