+576.0%
RKLB vs SPMO
+219.5%
+356.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.5% | +2.0% | +1.7% |
| 7D | +5.3% | +3.4% | +1.9% | -0.2% |
| 30D | -20.5% | +0.5% | -21.0% | -21.0% |
| 3M | -42.0% | +1.9% | -43.9% | -43.9% |
| 6M | -6.0% | +27.8% | -33.9% | -35.7% |
| YTD | -5.6% | +26.7% | -32.2% | -33.9% |
| 1Y | +38.0% | +28.9% | +9.1% | -3.8% |
| 3Y | +962.4% | +160.7% | +801.7% | +193.6% |
| 5Y | +336.5% | +150.2% | +186.3% | +28.3% |
| All | +576.0% | +219.5% | +356.5% | +56.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling