+45.6%
SMH vs RKLB
-9.1%
+54.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.3% | +4.3% | +1.1% |
| 7D | +4.3% | 0.0% | +4.4% | +4.3% |
| 30D | +0.9% | -21.2% | +22.1% | +6.3% |
| 3M | -2.8% | -41.7% | +38.9% | +6.8% |
| 6M | +45.6% | -11.8% | +57.4% | +43.5% |
| All | +45.6% | -9.1% | +54.7% | +43.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling