+277.4%
SMH vs RKLB
+889.8%
-612.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.8% | -0.7% | -2.1% |
| 7D | +1.4% | -2.9% | +4.3% | +1.9% |
| 30D | -2.2% | -22.6% | +20.4% | +2.2% |
| 3M | -1.9% | -41.0% | +39.2% | +6.2% |
| 6M | +41.0% | -10.1% | +51.1% | +39.7% |
| YTD | +55.6% | -11.2% | +66.8% | +53.2% |
| 1Y | +86.8% | +34.2% | +52.6% | +69.6% |
| All | +277.4% | +889.8% | -612.4% | +141.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling