+479.3%
SMH vs RKLB
+545.6%
-66.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.2% |
| 7D | +0.3% | -2.0% | +2.3% | +0.6% |
| 30D | -2.8% | -22.4% | +19.7% | +1.9% |
| 3M | -6.7% | -45.2% | +38.4% | +3.0% |
| 6M | +41.8% | -12.5% | +54.3% | +40.7% |
| YTD | +57.9% | -9.8% | +67.6% | +54.2% |
| 1Y | +87.6% | +30.0% | +57.7% | +68.3% |
| 3Y | +282.9% | +942.2% | -659.3% | +111.6% |
| 5Y | +330.4% | +236.8% | +93.6% | +149.5% |
| All | +479.3% | +545.6% | -66.3% | +215.0% |
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