+925.8%
RKLB vs SPYM
+75.9%
+849.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -0.2% |
| 7D | -2.9% | -2.0% | -0.9% | +2.1% |
| 30D | -22.6% | -1.6% | -20.9% | -19.3% |
| 3M | -41.0% | +4.7% | -45.8% | -46.6% |
| 6M | -10.1% | +12.6% | -22.7% | -29.2% |
| YTD | -11.2% | +11.8% | -23.0% | -28.5% |
| 1Y | +34.2% | +17.5% | +16.7% | -0.9% |
| All | +925.8% | +75.9% | +849.9% | +291.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPYM.
Daily Out/Under-Performance
Portfolio return minus SPYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPYM 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 SPYM 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