+204.4%
RKLB vs SPYM
+81.6%
+122.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.3% |
| 7D | 0.0% | -0.4% | +0.3% | +0.7% |
| 30D | -21.2% | -1.4% | -19.8% | -18.8% |
| 3M | -41.7% | +3.7% | -45.5% | -45.3% |
| 6M | -11.8% | +13.0% | -24.8% | -28.6% |
| YTD | -9.6% | +12.5% | -22.1% | -25.7% |
| 1Y | +34.1% | +18.6% | +15.5% | +1.4% |
| 3Y | +917.3% | +78.0% | +839.2% | +287.2% |
| 5Y | +204.4% | +82.3% | +122.1% | +19.6% |
| All | +204.4% | +81.6% | +122.8% | +19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling