+296.6%
RKLB vs SPGI
+12.2%
+284.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.7% | +10.2% | +10.4% |
| 7D | +13.0% | -0.9% | +13.9% | +13.6% |
| 30D | -13.7% | +15.5% | -29.2% | -22.7% |
| 3M | -28.9% | +15.7% | -44.6% | -37.2% |
| 6M | -44.2% | +19.1% | -63.3% | -53.3% |
| YTD | -15.6% | -4.1% | -11.6% | -16.7% |
| 1Y | +14.0% | +1.2% | +12.8% | +6.4% |
| 3Y | +1,275.2% | +31.6% | +1,243.6% | +835.4% |
| 5Y | +296.6% | +12.4% | +284.2% | +192.0% |
| All | +296.6% | +12.2% | +284.4% | +192.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling