+559.5%
RKLB vs SWK
-38.8%
+598.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.2% |
| 7D | -0.2% | -0.4% | +0.2% | 0.0% |
| 30D | -14.1% | -5.7% | -8.4% | -11.1% |
| 3M | -46.4% | +24.1% | -70.5% | -53.2% |
| 6M | -10.6% | +24.7% | -35.3% | -22.1% |
| YTD | -7.9% | +33.9% | -41.8% | -23.5% |
| 1Y | +49.5% | +34.7% | +14.8% | +23.7% |
| 3Y | +913.6% | +15.3% | +898.3% | +776.5% |
| 5Y | +375.3% | -39.3% | +414.6% | +362.0% |
| All | +559.5% | -38.8% | +598.3% | +485.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling