+543.6%
RKLB vs SPGI
+56.0%
+487.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.5% | +6.1% | +6.2% |
| 7D | +15.2% | +1.6% | +13.6% | +14.1% |
| 30D | -8.1% | +16.1% | -24.1% | -17.2% |
| 3M | -21.7% | +15.5% | -37.1% | -29.9% |
| 6M | -40.5% | +19.6% | -60.2% | -49.7% |
| YTD | -10.1% | -3.6% | -6.5% | -11.5% |
| 1Y | +20.8% | +2.2% | +18.6% | +12.6% |
| 3Y | +1,335.0% | +30.1% | +1,304.9% | +951.9% |
| 5Y | +329.8% | +14.9% | +314.9% | +219.1% |
| All | +543.6% | +56.0% | +487.5% | +308.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling