+546.0%
RKLB vs SPXU
-93.6%
+639.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | -0.1% |
| 7D | -2.0% | +2.5% | -4.5% | -0.3% |
| 30D | -22.4% | +4.2% | -26.6% | -19.9% |
| 3M | -45.2% | -9.3% | -35.9% | -47.3% |
| 6M | -12.5% | -30.7% | +18.2% | -25.9% |
| YTD | -9.8% | -28.1% | +18.4% | -20.5% |
| 1Y | +30.0% | -35.2% | +65.2% | +11.0% |
| 3Y | +942.2% | -79.9% | +1,022.2% | +463.0% |
| 5Y | +236.8% | -86.4% | +323.2% | +100.9% |
| All | +546.0% | -93.6% | +639.6% | +180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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