+980.0%
SMCI vs RKLB
+242.5%
+737.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.6% | +5.7% | +6.8% |
| 7D | +1.3% | -2.0% | +3.3% | +2.0% |
| 30D | +6.6% | -22.4% | +29.1% | +15.1% |
| 3M | +25.4% | -45.2% | +70.6% | +47.6% |
| 6M | +26.1% | -12.5% | +38.7% | +26.9% |
| YTD | +37.0% | -9.8% | +46.8% | +34.5% |
| 1Y | -8.8% | +30.0% | -38.7% | -21.6% |
| 3Y | +44.6% | +942.2% | -897.6% | -35.5% |
| All | +980.0% | +242.5% | +737.5% | +416.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling