+576.0%
RKLB vs SWKS
-36.8%
+612.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.7% | +1.5% |
| 7D | +5.3% | +11.8% | -6.5% | -1.2% |
| 30D | -20.5% | +6.7% | -27.2% | -23.5% |
| 3M | -42.0% | 0.0% | -42.1% | -42.4% |
| 6M | -6.0% | +38.7% | -44.8% | -23.1% |
| YTD | -5.6% | +21.4% | -26.9% | -18.3% |
| 1Y | +38.0% | +2.9% | +35.1% | +30.9% |
| 3Y | +962.4% | -16.4% | +978.8% | +952.6% |
| 5Y | +336.5% | -51.2% | +387.7% | +436.8% |
| All | +576.0% | -36.8% | +612.8% | +710.0% |
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