+1,321.0%
RKLB vs SPY
+78.1%
+1,242.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.1% |
| 7D | +15.9% | +2.6% | +13.3% | +9.2% |
| 30D | +4.0% | -2.0% | +5.9% | +10.8% |
| 3M | -23.2% | -2.8% | -20.4% | -15.9% |
| 6M | -50.4% | +2.1% | -52.6% | -50.9% |
| YTD | -11.8% | +11.5% | -23.3% | -26.6% |
| 1Y | +36.0% | +13.5% | +22.5% | +10.1% |
| 3Y | +1,321.0% | +77.7% | +1,243.3% | +529.0% |
| All | +1,321.0% | +78.1% | +1,242.9% | +529.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling