+546.0%
RKLB vs SPXL
+358.9%
+187.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | -0.1% |
| 7D | -2.0% | -2.5% | +0.5% | -0.3% |
| 30D | -22.4% | -4.2% | -18.2% | -20.1% |
| 3M | -45.2% | +8.1% | -53.3% | -47.8% |
| 6M | -12.5% | +35.6% | -48.1% | -27.1% |
| YTD | -9.8% | +28.8% | -38.6% | -22.2% |
| 1Y | +30.0% | +39.8% | -9.8% | +7.6% |
| 3Y | +942.2% | +221.4% | +720.8% | +409.6% |
| 5Y | +236.8% | +146.9% | +89.9% | +77.7% |
| All | +546.0% | +358.9% | +187.2% | +152.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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