+329.8%
RKLB vs SPOT
+118.7%
+211.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +7.0% | +6.7% |
| 7D | +15.2% | +1.0% | +14.2% | +14.6% |
| 30D | -8.1% | +14.6% | -22.6% | -14.5% |
| 3M | -21.7% | +18.4% | -40.1% | -29.3% |
| 6M | -40.5% | +45.1% | -85.6% | -52.5% |
| YTD | -10.1% | +4.4% | -14.5% | -17.6% |
| 1Y | +20.8% | -2.7% | +23.5% | +15.3% |
| 3Y | +1,335.0% | +254.6% | +1,080.5% | +571.9% |
| 5Y | +329.8% | +124.8% | +205.1% | +127.9% |
| All | +329.8% | +118.7% | +211.1% | +127.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling