+345.9%
RKLB vs SWKS
-36.1%
+382.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.7% | -5.9% | -4.7% |
| 7D | +39.3% | +10.9% | +28.5% | +31.4% |
| 30D | -0.2% | +17.6% | -17.8% | -8.8% |
| 3M | -21.1% | +29.2% | -50.3% | -33.6% |
| 6M | -45.5% | +37.0% | -82.5% | -56.0% |
| YTD | -8.2% | +44.9% | -53.1% | -30.5% |
| 1Y | +28.2% | +33.8% | -5.6% | +2.3% |
| 3Y | +1,366.1% | +10.2% | +1,355.9% | +1,065.6% |
| 5Y | +345.9% | -37.0% | +382.9% | +398.3% |
| All | +345.9% | -36.1% | +382.0% | +398.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling