+962.4%
RKLB vs SPY
+78.7%
+883.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.1% | +3.8% |
| 7D | +5.3% | +0.5% | +4.8% | +3.8% |
| 30D | -20.5% | -0.9% | -19.5% | -18.6% |
| 3M | -42.0% | +3.9% | -45.9% | -46.4% |
| 6M | -6.0% | +14.5% | -20.6% | -28.4% |
| YTD | -5.6% | +12.9% | -18.5% | -25.4% |
| 1Y | +38.0% | +19.4% | +18.6% | -0.7% |
| 3Y | +962.4% | +78.5% | +884.0% | +298.4% |
| All | +962.4% | +78.7% | +883.7% | +298.4% |
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