+576.0%
RKLB vs SPXS
-93.6%
+669.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +3.6% |
| 7D | +5.3% | -1.5% | +6.9% | +4.2% |
| 30D | -20.5% | +3.7% | -24.1% | -18.3% |
| 3M | -42.0% | -9.6% | -32.5% | -44.2% |
| 6M | -6.0% | -32.4% | +26.3% | -21.6% |
| YTD | -5.6% | -28.7% | +23.1% | -17.3% |
| 1Y | +38.0% | -38.1% | +76.1% | +14.5% |
| 3Y | +962.4% | -80.1% | +1,042.5% | +472.0% |
| 5Y | +336.5% | -85.9% | +422.4% | +165.2% |
| All | +576.0% | -93.6% | +669.6% | +194.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 SPXS 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