+28.2%
RKLB vs SWK
+73.5%
-45.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.0% |
| 7D | +39.3% | -2.0% | +41.3% | +40.8% |
| 30D | -0.2% | +24.6% | -24.8% | -13.3% |
| 3M | -21.1% | +10.8% | -31.9% | -25.9% |
| 6M | -45.5% | +46.1% | -91.6% | -58.0% |
| YTD | -8.2% | +56.8% | -65.0% | -38.2% |
| 1Y | +28.2% | +72.7% | -44.5% | -19.1% |
| All | +28.2% | +73.5% | -45.2% | -19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling