+547.3%
RKLB vs SPG
+215.7%
+331.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.4% | -1.8% | -2.6% |
| 7D | 0.0% | -1.7% | +1.6% | +1.1% |
| 30D | -21.2% | -6.3% | -14.9% | -17.7% |
| 3M | -41.7% | -2.4% | -39.3% | -41.9% |
| 6M | -11.8% | +9.6% | -21.4% | -19.0% |
| YTD | -9.6% | +14.2% | -23.8% | -20.0% |
| 1Y | +34.1% | +19.3% | +14.8% | +14.6% |
| 3Y | +917.3% | +106.7% | +810.5% | +509.1% |
| 5Y | +204.4% | +104.2% | +100.2% | +81.8% |
| All | +547.3% | +215.7% | +331.6% | +282.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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