+444.6%
RKLB vs SWK
-27.2%
+471.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.4% | +15.8% | +15.6% |
| 7D | -3.0% | +11.0% | -14.1% | -9.5% |
| 30D | -26.2% | +30.1% | -56.3% | -37.4% |
| 3M | -29.9% | +14.7% | -44.5% | -36.0% |
| 6M | -37.3% | +44.5% | -81.8% | -50.4% |
| YTD | -23.9% | +59.4% | -83.3% | -43.6% |
| 1Y | +7.0% | +77.5% | -70.6% | -25.3% |
| 3Y | +1,120.0% | +49.5% | +1,070.5% | +796.2% |
| 5Y | +242.2% | -24.9% | +267.1% | +193.9% |
| All | +444.6% | -27.2% | +471.8% | +331.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling