-34.8%
RKLB vs SW
+17.5%
-52.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.1% | -7.9% | -4.5% |
| 7D | -10.6% | +12.1% | -22.7% | -12.8% |
| 30D | -28.3% | +6.6% | -34.8% | -29.2% |
| 3M | -29.7% | -6.0% | -23.7% | -29.1% |
| 6M | -34.8% | +21.5% | -56.3% | -39.6% |
| All | -34.8% | +17.5% | -52.2% | -39.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling