+559.5%
RKLB vs SPY
+131.3%
+428.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.5% |
| 7D | -0.2% | +0.1% | -0.3% | -0.4% |
| 30D | -14.1% | +0.1% | -14.2% | -14.1% |
| 3M | -46.4% | +2.0% | -48.4% | -47.7% |
| 6M | -10.6% | +13.0% | -23.7% | -27.1% |
| YTD | -7.9% | +13.5% | -21.4% | -25.2% |
| 1Y | +49.5% | +20.0% | +29.5% | +11.7% |
| 3Y | +913.6% | +77.2% | +836.4% | +302.1% |
| 5Y | +375.3% | +81.9% | +293.4% | +90.3% |
| All | +559.5% | +131.3% | +428.2% | +90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling