+1,120.0%
RKLB vs SWKS
-0.7%
+1,120.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.2% | +14.2% | +14.9% |
| 7D | -3.0% | -6.2% | +3.1% | -0.1% |
| 30D | -26.2% | -1.5% | -24.7% | -25.6% |
| 3M | -29.9% | +23.0% | -52.8% | -37.0% |
| 6M | -37.3% | +27.6% | -64.9% | -44.5% |
| YTD | -23.9% | +32.3% | -56.2% | -35.1% |
| 1Y | +7.0% | +20.1% | -13.1% | -4.5% |
| 3Y | +1,120.0% | +0.6% | +1,119.4% | +983.0% |
| All | +1,120.0% | -0.7% | +1,120.7% | +983.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling