+49.5%
RKLB vs SWKS
+4.6%
+44.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | -0.9% |
| 7D | -0.2% | +12.5% | -12.7% | -5.7% |
| 30D | -14.1% | +10.5% | -24.6% | -18.0% |
| 3M | -46.4% | -7.4% | -39.0% | -45.1% |
| 6M | -10.6% | +32.7% | -43.3% | -20.7% |
| YTD | -7.9% | +19.2% | -27.0% | -14.4% |
| 1Y | +49.5% | +2.4% | +47.1% | +48.5% |
| All | +49.5% | +4.6% | +44.8% | +48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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