+49.5%
RKLB vs SPGI
-12.7%
+62.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +0.7% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -14.1% | +8.4% | -22.5% | -14.0% |
| 3M | -46.4% | +11.8% | -58.3% | -46.9% |
| 6M | -10.6% | +5.7% | -16.3% | -10.7% |
| YTD | -7.9% | -9.7% | +1.8% | -8.9% |
| 1Y | +49.5% | -12.5% | +61.9% | +54.8% |
| All | +49.5% | -12.7% | +62.2% | +54.8% |
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