+944.2%
RKLB vs SPXU
-79.8%
+1,024.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.4% | -5.7% | -3.1% |
| 7D | 0.0% | +1.3% | -1.3% | +1.1% |
| 30D | -21.2% | +5.1% | -26.3% | -17.6% |
| 3M | -41.7% | -9.1% | -32.6% | -44.3% |
| 6M | -11.8% | -29.6% | +17.8% | -27.0% |
| YTD | -9.6% | -27.7% | +18.1% | -22.4% |
| 1Y | +34.1% | -37.0% | +71.1% | +8.5% |
| All | +944.2% | -79.8% | +1,024.0% | +453.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling