+49.5%
RKLB vs SPYG
+22.6%
+26.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +1.0% |
| 7D | -0.2% | +0.4% | -0.6% | -1.2% |
| 30D | -14.1% | -0.4% | -13.7% | -12.9% |
| 3M | -46.4% | +0.5% | -47.0% | -46.3% |
| 6M | -10.6% | +17.5% | -28.1% | -38.4% |
| YTD | -7.9% | +14.3% | -22.2% | -32.1% |
| 1Y | +49.5% | +21.7% | +27.8% | +6.8% |
| All | +49.5% | +22.6% | +26.9% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYG.
Daily Out/Under-Performance
Portfolio return minus SPYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYG 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 1y: compounded portfolio wealth divided by compounded SPYG 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…
1y analysis · Full analysis span regression · 6 months rolling