+559.5%
RKLB vs SPXU
-93.7%
+653.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | +1.6% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -14.1% | +0.8% | -14.9% | -13.3% |
| 3M | -46.4% | -4.7% | -41.7% | -46.3% |
| 6M | -10.6% | -29.6% | +19.0% | -23.6% |
| YTD | -7.9% | -29.9% | +22.0% | -20.3% |
| 1Y | +49.5% | -39.1% | +88.6% | +22.5% |
| 3Y | +913.6% | -80.0% | +993.6% | +444.5% |
| 5Y | +375.3% | -86.0% | +461.3% | +184.9% |
| All | +559.5% | -93.7% | +653.2% | +181.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling