-7.4%
RKLB vs SPGI
+3.2%
-10.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.4% | -7.1% | -3.3% |
| 7D | -10.6% | +7.2% | -17.8% | -9.9% |
| 30D | -28.3% | +23.2% | -51.5% | -27.0% |
| 3M | -29.7% | +17.0% | -46.7% | -28.6% |
| 6M | -34.8% | +20.4% | -55.2% | -34.9% |
| YTD | -24.9% | -1.9% | -23.0% | -24.9% |
| 1Y | -7.4% | +2.9% | -10.3% | -12.3% |
| All | -7.4% | +3.2% | -10.6% | -12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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