+231.5%
RKLB vs SPXU
-85.5%
+317.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -0.4% |
| 7D | -2.9% | +6.4% | -9.3% | +1.5% |
| 30D | -22.6% | +5.9% | -28.5% | -19.1% |
| 3M | -41.0% | -11.7% | -29.4% | -44.3% |
| 6M | -10.1% | -28.7% | +18.6% | -22.7% |
| YTD | -11.2% | -26.4% | +15.2% | -20.7% |
| 1Y | +34.2% | -35.2% | +69.4% | +14.3% |
| 3Y | +899.4% | -79.8% | +979.2% | +434.8% |
| 5Y | +231.5% | -86.1% | +317.6% | +106.3% |
| All | +231.5% | -85.5% | +317.1% | +106.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling