+437.5%
RKLB vs SW
+26.8%
+410.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.1% | -7.9% | -4.9% |
| 7D | -10.6% | +12.1% | -22.7% | -13.5% |
| 30D | -28.3% | +6.6% | -34.8% | -29.6% |
| 3M | -29.7% | -6.0% | -23.7% | -28.7% |
| 6M | -34.8% | +21.5% | -56.3% | -39.0% |
| YTD | -24.9% | +20.3% | -45.3% | -30.3% |
| 1Y | -7.4% | +28.1% | -35.6% | -15.5% |
| 3Y | +1,036.0% | +51.6% | +984.4% | +913.7% |
| 5Y | +232.7% | -0.1% | +232.9% | +199.0% |
| All | +437.5% | +26.8% | +410.6% | +386.6% |
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 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