+484.6%
SMH vs RKLB
+575.6%
-91.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.5% | -1.3% | +0.7% |
| 7D | +5.2% | +5.3% | -0.1% | +4.2% |
| 30D | -1.5% | -20.5% | +18.9% | +2.7% |
| 3M | -4.1% | -42.0% | +38.0% | +4.9% |
| 6M | +50.8% | -6.0% | +56.8% | +47.6% |
| YTD | +59.3% | -5.6% | +64.9% | +54.4% |
| 1Y | +94.1% | +38.0% | +56.1% | +72.2% |
| 3Y | +286.7% | +962.4% | -675.7% | +113.0% |
| 5Y | +339.4% | +336.5% | +2.9% | +146.8% |
| All | +484.6% | +575.6% | -91.0% | +215.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling