+535.9%
RKLB vs SPGI
+35.3%
+500.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.9% | +0.1% | -0.5% |
| 7D | -2.9% | -8.9% | +6.0% | +3.3% |
| 30D | -22.6% | +0.6% | -23.2% | -23.5% |
| 3M | -41.0% | +2.0% | -43.0% | -43.6% |
| 6M | -10.1% | +0.1% | -10.2% | -13.3% |
| YTD | -11.2% | -16.4% | +5.2% | -3.1% |
| 1Y | +34.2% | -18.9% | +53.1% | +49.3% |
| 3Y | +899.4% | +13.8% | +885.6% | +706.4% |
| 5Y | +231.5% | +0.5% | +231.0% | +171.5% |
| All | +535.9% | +35.3% | +500.6% | +347.8% |
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 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