+87.6%
SMH vs RKLB
+35.9%
+51.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.1% | +1.2% |
| 7D | +0.3% | -2.0% | +2.3% | +0.7% |
| 30D | -2.8% | -22.4% | +19.7% | +2.1% |
| 3M | -6.7% | -45.2% | +38.4% | +2.8% |
| 6M | +41.8% | -12.5% | +54.3% | +41.0% |
| YTD | +57.9% | -9.8% | +67.6% | +55.0% |
| 1Y | +87.6% | +30.0% | +57.7% | +77.4% |
| All | +87.6% | +35.9% | +51.7% | +77.4% |
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