+126.0%
SPY vs RKLB
+557.1%
-431.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.8% | -0.1% |
| 7D | +3.3% | +39.3% | -36.0% | 0.0% |
| 30D | -2.7% | -0.2% | -2.5% | -3.0% |
| 3M | -1.7% | -21.1% | +19.3% | -0.2% |
| 6M | +3.1% | -45.5% | +48.6% | +7.2% |
| YTD | +11.9% | -8.2% | +20.1% | +8.9% |
| 1Y | +12.0% | +28.2% | -16.2% | +4.9% |
| 3Y | +78.2% | +1,366.1% | -1,288.0% | +23.1% |
| 5Y | +73.2% | +345.9% | -272.6% | +23.6% |
| All | +126.0% | +557.1% | -431.1% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 10y: compounded portfolio wealth divided by compounded RKLB 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…
10y analysis · Full analysis span regression · 6 months rolling