+329.8%
RKLB vs SPG
+83.5%
+246.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.6% | +5.9% | +6.0% |
| 7D | +15.2% | +5.6% | +9.6% | +10.3% |
| 30D | -8.1% | +17.6% | -25.6% | -20.2% |
| 3M | -21.7% | +7.5% | -29.1% | -26.6% |
| 6M | -40.5% | +18.5% | -59.1% | -50.6% |
| YTD | -10.1% | +30.9% | -41.0% | -32.2% |
| 1Y | +20.8% | +34.1% | -13.3% | -11.1% |
| 3Y | +1,335.0% | +135.5% | +1,199.5% | +516.1% |
| 5Y | +329.8% | +86.5% | +243.3% | +91.1% |
| All | +329.8% | +83.5% | +246.3% | +91.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling