+1,238.3%
SMCI vs RKLB
+546.9%
+691.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.3% | +0.9% | -2.2% |
| 7D | +5.2% | 0.0% | +5.3% | +5.3% |
| 30D | +23.7% | -21.2% | +44.9% | +32.0% |
| 3M | -4.2% | -41.7% | +37.5% | +9.3% |
| 6M | +21.7% | -11.8% | +33.5% | +22.4% |
| YTD | +33.0% | -9.6% | +42.6% | +31.3% |
| 1Y | -9.3% | +34.1% | -43.4% | -20.7% |
| 3Y | +38.7% | +917.3% | -878.5% | -28.0% |
| 5Y | +967.2% | +204.4% | +762.8% | +474.9% |
| All | +1,238.3% | +546.9% | +691.4% | +580.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling