+504.1%
RKLB vs SWKS
-30.5%
+534.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.8% | +10.1% | +10.5% |
| 7D | +13.0% | -2.7% | +15.8% | +15.1% |
| 30D | -13.7% | +8.5% | -22.2% | -17.2% |
| 3M | -28.9% | +17.3% | -46.2% | -36.3% |
| 6M | -44.2% | +25.1% | -69.3% | -52.0% |
| YTD | -15.6% | +33.3% | -49.0% | -31.9% |
| 1Y | +14.0% | +22.9% | -8.9% | -3.3% |
| 3Y | +1,275.2% | +5.5% | +1,269.7% | +1,049.8% |
| 5Y | +296.6% | -41.9% | +338.5% | +344.6% |
| All | +504.1% | -30.5% | +534.6% | +574.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling