+1,278.5%
SMCI vs RKLB
+545.6%
+732.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.8% |
| 7D | +1.3% | -2.0% | +3.3% | +1.9% |
| 30D | +6.6% | -22.4% | +29.1% | +14.2% |
| 3M | +25.4% | -45.2% | +70.6% | +45.1% |
| 6M | +26.1% | -12.5% | +38.7% | +27.2% |
| YTD | +37.0% | -9.8% | +46.8% | +35.4% |
| 1Y | -8.8% | +30.0% | -38.7% | -19.5% |
| 3Y | +44.6% | +942.2% | -897.6% | -25.3% |
| 5Y | +995.9% | +236.8% | +759.1% | +487.3% |
| All | +1,278.5% | +545.6% | +732.8% | +601.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling