+546.0%
RKLB vs SPMO
+214.9%
+331.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +0.8% |
| 7D | -2.0% | -0.9% | -1.1% | -0.5% |
| 30D | -22.4% | -1.9% | -20.5% | -19.9% |
| 3M | -45.2% | -1.4% | -43.8% | -44.1% |
| 6M | -12.5% | +25.5% | -38.0% | -38.3% |
| YTD | -9.8% | +24.8% | -34.6% | -35.4% |
| 1Y | +30.0% | +24.5% | +5.5% | -4.4% |
| 3Y | +942.2% | +157.1% | +785.1% | +194.4% |
| 5Y | +236.8% | +149.5% | +87.3% | +0.3% |
| All | +546.0% | +214.9% | +331.2% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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