+43.4%
SMH vs RKLB
-9.4%
+52.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.8% | +1.0% | -1.9% |
| 7D | -11.2% | -10.6% | -0.5% | -8.9% |
| 30D | -20.4% | -28.3% | +7.8% | -14.7% |
| 3M | -12.4% | -29.7% | +17.3% | -6.0% |
| 6M | -0.5% | -34.8% | +34.3% | +6.0% |
| YTD | +40.0% | -24.9% | +65.0% | +41.9% |
| 1Y | +43.4% | -7.4% | +50.8% | +40.5% |
| All | +43.4% | -9.4% | +52.8% | +40.5% |
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