+329.8%
RKLB vs SWK
-25.5%
+355.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.4% | +7.9% | +7.4% |
| 7D | +15.2% | +11.3% | +3.9% | +7.4% |
| 30D | -8.1% | +31.5% | -39.5% | -23.0% |
| 3M | -21.7% | +14.4% | -36.1% | -28.7% |
| 6M | -40.5% | +46.4% | -87.0% | -53.8% |
| YTD | -10.1% | +61.6% | -71.7% | -34.8% |
| 1Y | +20.8% | +78.7% | -57.9% | -17.3% |
| 3Y | +1,335.0% | +54.4% | +1,280.6% | +915.2% |
| 5Y | +329.8% | -25.3% | +355.1% | +252.7% |
| All | +329.8% | -25.5% | +355.3% | +252.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling