+1,427.7%
RKLB vs SW
+44.2%
+1,383.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.8% |
| 7D | +26.3% | -2.6% | +28.9% | +27.6% |
| 30D | +0.7% | +7.2% | -6.5% | -2.4% |
| 3M | -17.3% | -10.5% | -6.9% | -14.0% |
| 6M | -43.6% | +9.9% | -53.5% | -46.9% |
| YTD | -5.2% | +17.2% | -22.4% | -15.4% |
| 1Y | +29.1% | +26.5% | +2.6% | +10.9% |
| All | +1,427.7% | +44.2% | +1,383.6% | +1,256.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling