+925.8%
RKLB vs SPYG
+96.8%
+829.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -0.9% | -0.2% |
| 7D | -2.9% | -1.8% | -1.1% | +0.6% |
| 30D | -22.6% | -1.9% | -20.6% | -19.6% |
| 3M | -41.0% | +5.2% | -46.2% | -45.3% |
| 6M | -10.1% | +15.6% | -25.7% | -27.8% |
| YTD | -11.2% | +12.4% | -23.6% | -24.9% |
| 1Y | +34.2% | +17.5% | +16.7% | +7.8% |
| All | +925.8% | +96.8% | +829.1% | +343.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling