-2.7%
SMCI vs RKLB
+45.5%
-48.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.7% | +3.8% | +4.3% |
| 7D | +6.8% | -0.2% | +7.0% | +6.9% |
| 30D | +30.6% | -14.1% | +44.7% | +37.2% |
| 3M | -15.6% | -46.4% | +30.8% | +1.5% |
| 6M | +21.3% | -10.6% | +31.9% | +19.6% |
| YTD | +35.3% | -7.9% | +43.1% | +30.0% |
| 1Y | -2.7% | +49.5% | -52.2% | -12.1% |
| All | -2.7% | +45.5% | -48.2% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 RKLB 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