+336.5%
RKLB vs SPGI
+5.8%
+330.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.2% | +5.7% | +4.8% |
| 7D | +5.3% | -2.5% | +7.8% | +7.0% |
| 30D | -20.5% | +5.4% | -25.9% | -24.1% |
| 3M | -42.0% | +9.0% | -51.1% | -47.5% |
| 6M | -6.0% | +0.8% | -6.8% | -9.6% |
| YTD | -5.6% | -12.6% | +7.0% | +0.3% |
| 1Y | +38.0% | -16.1% | +54.1% | +51.5% |
| 3Y | +962.4% | +19.0% | +943.4% | +698.6% |
| 5Y | +336.5% | +5.1% | +331.5% | +231.4% |
| All | +336.5% | +5.8% | +330.7% | +231.4% |
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