+330.6%
RKLB vs SWK
-30.7%
+361.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | +15.9% | -1.4% | +17.3% | +16.9% |
| 30D | +4.0% | +25.5% | -21.5% | -10.5% |
| 3M | -23.2% | +11.8% | -35.0% | -29.2% |
| 6M | -50.4% | +48.7% | -99.1% | -61.9% |
| YTD | -11.8% | +57.2% | -69.0% | -35.1% |
| 1Y | +36.0% | +75.3% | -39.3% | -6.1% |
| 3Y | +1,321.0% | +51.9% | +1,269.1% | +912.8% |
| All | +330.6% | -30.7% | +361.2% | +249.9% |
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