+28.2%
RKLB vs SPG
+32.6%
-4.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -3.2% |
| 7D | +39.3% | +3.1% | +36.2% | +39.7% |
| 30D | -0.2% | +16.4% | -16.7% | +2.0% |
| 3M | -21.1% | +7.1% | -28.1% | -19.8% |
| 6M | -45.5% | +16.1% | -61.6% | -47.8% |
| YTD | -8.2% | +30.4% | -38.6% | -17.7% |
| 1Y | +28.2% | +33.0% | -4.8% | +14.7% |
| All | +28.2% | +32.6% | -4.4% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling