+576.0%
RKLB vs SPXL
+362.9%
+213.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +3.7% |
| 7D | +5.3% | +1.5% | +3.9% | +4.2% |
| 30D | -20.5% | -3.7% | -16.8% | -18.5% |
| 3M | -42.0% | +8.1% | -50.2% | -44.8% |
| 6M | -6.0% | +39.0% | -45.1% | -23.1% |
| YTD | -5.6% | +29.9% | -35.5% | -19.1% |
| 1Y | +38.0% | +46.6% | -8.6% | +10.8% |
| 3Y | +962.4% | +230.5% | +731.9% | +410.1% |
| 5Y | +336.5% | +140.2% | +196.4% | +132.4% |
| All | +576.0% | +362.9% | +213.1% | +162.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling