+30.0%
RKLB vs SYK
-27.4%
+57.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.1% | -0.5% | +2.2% |
| 7D | -2.0% | -9.1% | +7.1% | -4.7% |
| 30D | -22.4% | -20.6% | -1.8% | -27.6% |
| 3M | -45.2% | -9.6% | -35.6% | -46.7% |
| 6M | -12.5% | -19.9% | +7.4% | -12.6% |
| YTD | -9.8% | -21.2% | +11.4% | -10.7% |
| 1Y | +30.0% | -28.4% | +58.4% | +29.7% |
| All | +30.0% | -27.4% | +57.3% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 1y: compounded portfolio wealth divided by compounded SYK 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…
1y analysis · Full analysis span regression · 6 months rolling