+962.4%
RKLB vs SPOT
+230.8%
+731.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.5% | +5.0% | +3.4% |
| 7D | +5.3% | -2.9% | +8.2% | +6.3% |
| 30D | -20.5% | +8.3% | -28.8% | -23.3% |
| 3M | -42.0% | +5.1% | -47.1% | -43.8% |
| 6M | -6.0% | -6.5% | +0.4% | -5.2% |
| YTD | -5.6% | -9.0% | +3.4% | -4.3% |
| 1Y | +38.0% | -26.4% | +64.4% | +55.2% |
| 3Y | +962.4% | +240.0% | +722.4% | +680.1% |
| All | +962.4% | +230.8% | +731.7% | +680.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 3y: compounded portfolio wealth divided by compounded SPOT 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…
3y analysis · Full analysis span regression · 6 months rolling