+34.1%
RKLB vs SPG
+19.3%
+14.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.4% | -1.8% | -4.3% |
| 7D | 0.0% | -1.7% | +1.6% | -0.1% |
| 30D | -21.2% | -6.3% | -14.9% | -21.4% |
| 3M | -41.7% | -2.4% | -39.3% | -43.4% |
| 6M | -11.8% | +9.6% | -21.4% | -20.1% |
| YTD | -9.6% | +14.2% | -23.8% | -18.9% |
| 1Y | +34.1% | +19.3% | +14.8% | +20.6% |
| All | +34.1% | +19.3% | +14.8% | +20.6% |
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