+330.6%
RKLB vs SPXL
+99.3%
+231.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.7% | -3.1% |
| 7D | +15.9% | +7.4% | +8.5% | +10.2% |
| 30D | +4.0% | -7.8% | +11.8% | +11.0% |
| 3M | -23.2% | -11.9% | -11.2% | -15.0% |
| 6M | -50.4% | -1.7% | -48.7% | -48.9% |
| YTD | -11.8% | +20.8% | -32.6% | -20.3% |
| 1Y | +36.0% | +25.0% | +11.0% | +21.1% |
| 3Y | +1,321.0% | +226.1% | +1,094.9% | +572.5% |
| All | +330.6% | +99.3% | +231.3% | +149.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling