+1,348.3%
RKLB vs SWKS
+2.3%
+1,345.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.7% | +6.6% |
| 7D | +15.2% | -3.1% | +18.4% | +17.1% |
| 30D | -8.1% | +8.3% | -16.4% | -10.9% |
| 3M | -21.7% | +20.2% | -41.9% | -28.9% |
| 6M | -40.5% | +24.9% | -65.5% | -47.0% |
| YTD | -10.1% | +33.2% | -43.3% | -23.5% |
| 1Y | +20.8% | +23.6% | -2.7% | +6.6% |
| All | +1,348.3% | +2.3% | +1,345.9% | +1,192.0% |
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