+884.1%
RKLB vs SWKS
-25.5%
+909.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | -1.0% |
| 7D | -0.2% | +12.5% | -12.7% | -5.7% |
| 30D | -14.1% | +10.5% | -24.6% | -18.1% |
| 3M | -46.4% | -7.4% | -39.0% | -44.7% |
| 6M | -10.6% | +32.7% | -43.3% | -22.3% |
| YTD | -7.9% | +19.2% | -27.0% | -17.0% |
| 1Y | +49.5% | +2.4% | +47.1% | +44.4% |
| All | +884.1% | -25.5% | +909.5% | +875.3% |
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