+559.5%
RKLB vs SPG
+219.8%
+339.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.4% |
| 7D | -0.2% | -2.4% | +2.2% | +1.4% |
| 30D | -14.1% | -6.8% | -7.3% | -10.0% |
| 3M | -46.4% | +2.7% | -49.1% | -48.7% |
| 6M | -10.6% | +5.5% | -16.1% | -15.7% |
| YTD | -7.9% | +15.7% | -23.6% | -19.2% |
| 1Y | +49.5% | +20.9% | +28.6% | +26.6% |
| 3Y | +913.6% | +112.4% | +801.2% | +495.9% |
| 5Y | +375.3% | +101.4% | +273.9% | +182.1% |
| All | +559.5% | +219.8% | +339.7% | +286.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling