+231.5%
RKLB vs SPMO
+145.0%
+86.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | +0.1% | +1.3% |
| 7D | -2.9% | +0.1% | -3.0% | -3.1% |
| 30D | -22.6% | -0.7% | -21.9% | -21.6% |
| 3M | -41.0% | +2.8% | -43.9% | -44.0% |
| 6M | -10.1% | +24.4% | -34.5% | -36.9% |
| YTD | -11.2% | +24.2% | -35.4% | -37.0% |
| 1Y | +34.2% | +24.5% | +9.7% | -2.9% |
| 3Y | +899.4% | +155.6% | +743.8% | +166.1% |
| 5Y | +231.5% | +148.2% | +83.3% | -7.3% |
| All | +231.5% | +145.0% | +86.5% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling