+559.5%
RKLB vs SW
+28.6%
+530.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +0.4% |
| 7D | -0.2% | -5.1% | +4.9% | +1.2% |
| 30D | -14.1% | -4.6% | -9.5% | -13.1% |
| 3M | -46.4% | +9.4% | -55.8% | -48.3% |
| 6M | -10.6% | +3.5% | -14.1% | -12.6% |
| YTD | -7.9% | +22.0% | -29.9% | -14.6% |
| 1Y | +49.5% | +2.2% | +47.3% | +44.8% |
| 3Y | +913.6% | +19.6% | +894.0% | +842.2% |
| 5Y | +375.3% | -2.3% | +377.6% | +326.8% |
| All | +559.5% | +28.6% | +530.8% | +495.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling