+547.3%
RKLB vs SPY
+128.9%
+418.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.3% |
| 7D | 0.0% | -0.4% | +0.3% | +0.7% |
| 30D | -21.2% | -1.4% | -19.8% | -18.9% |
| 3M | -41.7% | +3.7% | -45.4% | -45.2% |
| 6M | -11.8% | +13.0% | -24.8% | -27.9% |
| YTD | -9.6% | +12.4% | -22.0% | -25.0% |
| 1Y | +34.1% | +18.5% | +15.6% | +2.7% |
| 3Y | +917.3% | +77.6% | +839.6% | +303.2% |
| 5Y | +204.4% | +81.7% | +122.7% | +23.1% |
| All | +547.3% | +128.9% | +418.4% | +91.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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