+372.0%
RKLB vs SWK
-26.9%
+398.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -2.6% | -9.6% | -10.7% |
| 7D | -22.2% | +11.3% | -33.4% | -27.4% |
| 30D | -38.7% | +28.1% | -66.8% | -47.5% |
| 3M | -38.5% | +12.6% | -51.1% | -43.3% |
| 6M | -41.6% | +51.7% | -93.3% | -55.0% |
| YTD | -34.1% | +60.0% | -94.0% | -51.2% |
| 1Y | -18.5% | +72.7% | -91.2% | -42.0% |
| 3Y | +897.6% | +46.3% | +851.3% | +642.6% |
| 5Y | +196.5% | -24.6% | +221.1% | +154.3% |
| All | +372.0% | -26.9% | +398.9% | +273.1% |
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 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