+531.5%
RKLB vs SPG
+259.6%
+271.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.8% |
| 7D | +15.9% | +2.0% | +13.9% | +14.6% |
| 30D | +4.0% | +17.2% | -13.3% | -6.8% |
| 3M | -23.2% | +6.3% | -29.5% | -26.4% |
| 6M | -50.4% | +18.7% | -69.1% | -57.0% |
| YTD | -11.8% | +30.1% | -41.9% | -28.6% |
| 1Y | +36.0% | +32.8% | +3.2% | +8.4% |
| 3Y | +1,321.0% | +133.6% | +1,187.4% | +682.7% |
| 5Y | +328.2% | +84.4% | +243.8% | +136.3% |
| All | +531.5% | +259.6% | +271.9% | +241.2% |
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